Sales Overview - Add Valuation document
It would be most helpful to have a valuation format ( which for my construction business sits between the ( Quotation & invoicing documents that Xero have delivered perfectly)
This would require a % of the line item “ as defined in the quotation document” this value / % would increase as the project progressed.
Is this something that could be accommodated?? For a 50 something builder with limited I.T experience Xero has proven to be user friendly and very efficient tool. Thank you!!! The perfect tool would include the above Valuation document.
Brett Manning
shared this idea
Thanks for sharing your idea Brett, and letting us know the changes that matter most for you. We are pleased to hear that you're loving Xero so far. While this is currently not possible we've opened this idea up to the community to add their support. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! In the meantime, you might be interested in checking out our connected apps page via the Xero App Store which might have an app that supports the construction functionality you wish to see.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
