Settings and activity
4 results found
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14 votes
An error occurred while saving the comment Elizabeth Nikias supported this idea ·
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221 votes
An error occurred while saving the comment Elizabeth Nikias commented
I pay for some Xero files on behalf of clients and then oncharge them via direct debit on 01st of each month. With the Xero price increases from 01 July 24, I would like to pull a report that shows my repeating invoices so I can easily see which of these client invoices I need to increase.
Thank you
Elizabeth Nikias supported this idea ·
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17 votes
An error occurred while saving the comment Elizabeth Nikias commented
A few clients have been requesting this now in their invoice template. Strongly support this idea!
Elizabeth Nikias supported this idea ·
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171 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 Elizabeth Nikias commented
Clients sometimes change structures and sometimes new Xero files. They would like to be able to export all their quotes into their new Xero file to track the history.
I agree. if it's confusing for us... how do we make sense of it for our clients?