Settings and activity
3 results found
-
134 votes
An error occurred while saving the comment 
Kimberley Piombini-Admin
supported this idea
·
-
172 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
An error occurred while saving the comment Kimberley Piombini-Admin
commented
transferring clients from other software who have lots of current quotes that need to be transferred
Kimberley Piombini-Admin
supported this idea
·
-
43 votesKimberley Piombini-Admin
shared this idea
·
Another vote for this please! Seems very strange that you can't bulk select bills to add to a project - particularly in these days where most of us are creating bills via Dext or similar.