Settings and activity
4 results found
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173 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 -
236 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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82 votesIsabella Chartres
supported this idea
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541 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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!)