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  1. Homepage - Track Quotes

    106 votes

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    56 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.

    With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.

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    Joe Dageforde commented  · 

    I believe it's critical to see the flow of the Business on the Dashboard.
    It's not just to save time toggling to Quotes, but to see the value of quotes sent but not approved, and then also the Approved Quotes.
    The Invoices owing and Bills to pay show the after effect of works, but for my business management, I'm very interested in seeing the inflow.
    I would love to see a Pane for Sent Invoices that have not been accepted yet, and a Pane for Accepted Quotes so I can see how much Work in Hand I have in front of me.

    Joe D
    4 Shore Projects P/L

    Joe Dageforde supported this idea  ·