Settings and activity
3 results found
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501 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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Rachael D
supported this idea
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132 votes
An error occurred while saving the comment Rachael D
commented
We have several budget holders as well. We are still a paper based organization because of the lack of ability to get explicit approval electronically this way. This has environmental sustainability implications and that's why I have classified this matter as critical.
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30 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed this idea and have updated it's status to Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
An error occurred while saving the comment Rachael D
commented
Allow organizations like us which have more than one wages expenses account to be able to override the single default wages account for paid leave in order for this to be coded automatically to our six different wages expenses accounts during payroll.
Until now we have used ordinary pay items for paid leave because there is an override capability there. The STP2 with the ATO requirement to us classify leave however has forced us out of this workaround.
Without an override, this is going to create a lot of work for us to individually journal every staff member's paid leave to their wages account.
It makes Xero look like only a solution for small business with a handful of employees all doing similar work, not a medium sized business like ours..
Rachael D
supported this idea
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Yes, in our business we were just talking about this recently. Whenever we manually remind our customers of their quotes becoming due, we definitely get an improved take up. It's an important business feature and needs to be automated.