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  1. Reporting - Show Billable Expenses in Account transactions report

    42 votes

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    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paula Macks supported this idea  · 

  2. Billable Expenses - Show Bills that have and haven't been assigned as billable expenses

    155 votes

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

    Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
    We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.

    Paula Macks supported this idea  · 

  3. Quotes - Import/Export ability

    181 votes

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

    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…

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    Paula Macks commented  · 

    Would like to be able to import bulk quotes as we wish to use the quotes as a pro forma invoice to collect prepayment for services.

    Paula Macks supported this idea  ·