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  1. Xero Projects - Create project from accepted quote

    103 votes

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    25 comments  ·  For small businesses » Business features  ·  Admin →
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    Al Yorke commented  · 

    Xero? 3 years on.. and Zero response. This is basic workflow, surely this can't be that hard nor costly to implement - yet would save a bunch of unproductive time for a ton of users.... not feeling the love.

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    Al Yorke commented  · 

    @XERO Anybody listening???!!!!! Years later ... this is still a massive waste of time, causing duplication of manual data entry.. HELLO?

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    Al Yorke commented  · 

    I raised a request a long time ago when this feature first was introduced. My submission doesn't appear to exist anymore.

    This is a no brainer, and MUST be added as an option. The current process flow is backwards, The actual real life process flow is a quote first, then once approved, becomes a project. As the system stands now, we end up with a whole pile of "projects" in the system that where only ever created in order to raise a Quote, but many of these will never happen. Please add this function as an option.

    Al Yorke supported this idea  · 

  2. Quote - Copy Project through to Invoice created from a Projects quote

    19 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Al Yorke supported this idea  · 
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    Al Yorke commented  · 

    Well now there's 2 votes for sanity Robert! Thankyou! XERO... hello. this is not a 'nice-to-have' it's a fail that needs to be fixed.

    Al Yorke shared this idea  ·