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Reporting - Accepted Quote Item Report

A report that shows the items (and item qty) required to fulfill accepted quotes.

Purpose: Seeing a figure of accepted quote will make it easy for users to track their sales.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminDana A (Admin, Xero) responded  · 

Good news everyone! Our reporting team recently released the ability to show Quotes through Receivable Invoice Details and Summary reports :)
When you’re using either of these reports, you can click the "All quotes summary" or "All quotes detail" option at the side panel, then filter the report by Status and choose "Accepted". If you need to share the report to those who don't have full access to Xero report, you can export your report.
We’ll mark this idea as ‘delivered’. Thanks for giving us your feedback and adding your vote here.

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  • Robert Penn commented  ·   ·  Report

    i need to be able to share the accepted quotes list with staff sot they can see all the accepted live jobs in the system

  • Bathroom Genie commented  ·   ·  Report

    I would love to be able to easily see the financials for future sales in the pipeline by running a quote accepted report or a project report that included quotes and not just invoiced amounts.