Settings and activity
4 results found
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181 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…
Isabella Chartres
supported this idea
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An error occurred while saving the comment -
262 votes
An error occurred while saving the comment Isabella Chartres
commented
If this isn't something that's included in the MoveMyBooks conversion then this should be something that is a feature instead of having to manually do this. The import option should be removed when you click on the repeating invoice tab so not to confuse people!
Isabella Chartres
supported this idea
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85 votesIsabella Chartres
supported this idea
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632 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
Isabella Chartres
supported this idea
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This is a critical feature should clients be converting from an alternative software to Xero. There's no chance I or my client are sitting and entering sales orders/quotes manually (especially when there are hundreds!)