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1. Contacts - Pull client's contact detail from WhatsApp

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   submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Louw VAN WYK shared this idea  ·  17 August, 2022

2. Quotes - Import/Export ability

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   83 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 any plans made for this functionality.

   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… more

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   Louw VAN WYK commented  ·  20 July, 2022  ·  Edit…  ·  delete…

   It is a must have functionality, any business person wants to see quotes and what was quoted for in an excel format with the prices that was quoted - it is plain common logic. Why it is still a discussion I simply do not know...

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   Louw VAN WYK supported this idea  ·  15 July, 2022