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27 results found

  1. Quote - Ability to have quote reminder

    536 votes

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    156 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.

    For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.

    This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks

    Emma Turner supported this idea  · 

  2. Invoices: Include quote number on invoices

    16 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Emma Turner supported this idea  · 

  3. UK CIS - Audit history of emails sent out from CIS Contractor

    29 votes

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    submitted  ·  6 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Emma Turner supported this idea  · 

  4. Bills - Ability to email bills and credit notes, as you can with sales invoices

    19 votes

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    10 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Emma Turner commented  · 

    I would like an email to supplier option on bills, we add bills for our CIS labourers, I would like to email them a copy of the bill once its been added, can currently print as pdf but thats long winded way of printing and the attaching to email is time consuming

    Emma Turner supported this idea  · 

  5. UK Payroll - Allow non employees to add timesheets through the Web or Xero Me

    1 vote

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    0 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Your idea, along with the key changes you've identified, is very much appreciated. It has been reviewed and is now live for community feedback. To build support, be sure to share it with your colleagues so they can contribute their votes. Community members can also leave comments, further explaining the value of your suggestion to their Xero usage.

    Emma Turner shared this idea  · 

  6. UK Payroll - Combined report for CIS deducted and suffered

    15 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

    Emma Turner supported this idea  · 

  7. CIS - Email annual statements

    47 votes

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    16 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback and support here, everyone. We appreciate this is a gap that'd add benefit and save time for our customers.

    Being upfront, we don't have any development for this feature planned at this time, but do have eyes on this idea. We'll be sure to update if there's any news.

    Emma Turner supported this idea  · 
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