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  1. Dashboard - Track Quotes

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    44 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

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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  ·