Dashboard- Track Quotes and Purchase orders
Ability to track quotes and Purchase orders on the Dashboard
Purpose: This would allow for quick access to do quoting and Purchase order work
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
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Johann Soekoe
commented
Tracking quotes is a very important matter for all business as it is used to see if the business shows potential growth for the periods ahead.
I would also like to suggest that one should be able to track many different items within Xero on the dashboard. Items my include, top selling items, top customers, debtors days to pay etc. The info is already within Xero so it will not be difficult to populate them as dashboard items.