Settings and activity
2 results found
-
172 votes
An error occurred while saving the comment 
Lacey Easter
supported this idea
·
-
10 votes
Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
An error occurred while saving the comment Lacey Easter
commented
Absolutely agree with this, I was actually surprised when I found out this could happen after my client had to absorb thousands of dollars because they were used to MYOB automatically having the account code populate :(
Dont know of any circumstance where you would want to quote without ensuring it would look the same when you invoice it
Lacey Easter
supported this idea
·
This is absolutely crucial. So many people are given casual access to support businesses but they don't need to be advised if the quote is accepted, the business needs to know. It is a surprise that Xero would think that this function is suitable, especially to service anyone with more than one person in an accounts team. By having this as going to personal emails, it makes clients look incompetent when we ask their customers to use this automated system, but the system doesn't tell the company that they're getting the business, they tell the remote data entry person that logs on once a week to do quotes. Very clunky for a software package that is claiming to make business easy.