Settings and activity
3 results found
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32 votes
Paul Skirrow
supported this idea
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184 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…
An error occurred while saving the comment Paul Skirrow
supported this idea
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40 votes
Hi community, thanks for all your votes and comments on this idea – it’s great to see so much support for this idea.
We know that having to manually upload statements takes valuable time away from running your business, especially when your bank doesn't offer CSV exports.
I’m happy to share that we're exploring a bank feed for Cynergy Bank.
While we can't give any commitment at this point, we'll be back once the team have had a chance to dig in deeper and share any progress.
Paul Skirrow
supported this idea
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When I receive a quote by email from another Xero user I'd like to be able to import it to create a purchase order and/or a quote to one of my customers (with appropriate markup).
I see that some documents from other Xero users CAN be imported so why not quotes which would be especially useful. Currently we have to copy/paste text which it is tedious, time-consuming and error-prone.