Settings and activity
4 results found
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205 votes
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Valerie Hague
supported this idea
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187 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 Valerie Hague
commented
Hi David, See my post below (20 Oct) re: running reports on Quotes. It is possible to get this information out of Xero into a spreadsheet.
An error occurred while saving the comment Valerie Hague
commented
Hi Louw,
Click on Accounting/Reports
Scroll down to Payables and Receivables and select the Receivable Invoice Detail report
On the left hand side of the screen there is a menu or it may be hidden in which case click on >
The report "All Quotes Detail" is listed further down.
The report should appear and you can now select your date range. Then set the "Group by" to "Contact" and Update.
This should list all your quotes by Customer. Then export to csv.
Hope this helps.An error occurred while saving the comment Valerie Hague
commented
It is possible to run a Receivable Invoice Detail report, click on the "minimise" to reveal the left hand side menu and there is an "All Quotes Detail" report. This can then be sorted by Contact and exported to Excel.
Still need the import facility though. -
38 votes
An error occurred while saving the comment Valerie Hague
commented
Come on Xero, this one is easy!!!
Valerie Hague
shared this idea
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6 votes
Hi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
Valerie Hague
shared this idea
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Is this being included in the new Bills to Pay re-write? Come on Xero, lets have an answer on this, if you read these comments at all - and I'm not convinced you do.