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170 votes
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Sylvia Atkins
commented
We have had an invoice created accidentally with sensitive info, it was accidentally voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!
Sylvia Atkins
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69 votesSylvia Atkins
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121 votesSylvia Atkins
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113 votes
Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
Sylvia Atkins
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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 Sylvia Atkins
commented
This would be great - please add importing to quotes
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4 votesSylvia Atkins
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13 votesSylvia Atkins
shared this idea
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Ability to "Un-void" is vitially important - we have an instance where a staff voided a bill as it had come through from thier payroll package with staff names and amounts. However - once voided - no one can now delete that data. If we could "un-void" then edit all names out, then re-void it would be great. Now the voided invoice with sensitive info is there forever....