Settings and activity
5 results found
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78 votes
Kyle Postlethwaite
supported this idea
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An error occurred while saving the comment -
15 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Kyle Postlethwaite
commented
This was one of the best features that made Reckon Premier appealing to us previously, we are in the middle of a transition between Xero and Reckon and this switching feature is very helpful during the reconcile process to check across your transactions for correct account allocations etc before a BAS or IAS submission.
Kyle Postlethwaite
supported this idea
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13 votes
Thanks for sharing this idea. We can understand how allowing customers to accept selected line items within a quote could make it easier to manage proposals that include optional services or products, without needing to create and send revised quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this capability would improve your quoting workflow, add your vote and share the types of quotes or scenarios where line-by-line acceptance would be most useful.
Kyle Postlethwaite
supported this idea
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35 votes
Thanks for your feedback on bulk photo attachment for invoices created via the mobile app.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kyle Postlethwaite
supported this idea
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26 votes
Thanks for bringing this Idea to us Johanna, we appreciate you taking the time to let us know what they want to see in Xero. We have reviewed this and have made it available for others to vote and comment on! Although we are continually updating and improving the overall experience, its great to get input from our customers on how we can make it even better 🙂
Kyle Postlethwaite
supported this idea
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Agreed with @Joshua Fogarty, that Replicating the discount feature on line items but make it a Markup % / $ amount. The feature is already there. Alternately if the Discount function box allowed a negative figure in the calculation also.
The Margin function that we used in Reckon Premier was a great feature as it allows us to track margin profit on jobs more effectively and minimises manual data calculation to work out profitability on a job. We often do 50 lines of data entry onto a quote(estimate) or invoice to submit for insurance works and is very time consuming to double check margin entries into each unit cost box.