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  1. Quotes - Import/Export ability

    178 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…

    Lynda Catchpole supported this idea  · 

  2. Timesheets - Ability to Import Timesheet templates from excel

    71 votes

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    32 comments  ·  For small businesses » Payroll  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate raising the idea here, Mona


    With improvements to XeroMe our intention is to make it simpler for employees to self enter this sort of information. 

    Is there a particular reason why you'd prefer not to use this function? Would be good to be able to share this back with our team or perhaps there's another idea I could be connecting you in with here 

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    Lynda Catchpole commented  · 

    We use BrightHR and their product Blip to capture timesheet data.
    It outputs to excel easily but currently has to be rekeyed into Xero.
    An upload would be fabulous…. or better still an API.

    Lynda Catchpole supported this idea  · 

  3. Billable Expenses - Ability to add margin/mark-up

    57 votes

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

    Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here. 

    When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up. 

    We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress. 

    Lynda Catchpole supported this idea  ·