Settings and activity
6 results found
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18 votes
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Charlotte Doyle
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223 votesCharlotte Doyle
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173 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…
Charlotte Doyle
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7 votesCharlotte Doyle
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An error occurred while saving the comment Charlotte Doyle
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The ability to amend excepted dates for bills and invoices for the short term cash flow. The ability to only amend these when they are already overdue is not useful. Also being able to exclude certain bills from the cash flow (eg ones paid through credit card)
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2 votesCharlotte Doyle
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2 votesCharlotte Doyle
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To be able to link bills to approved POs
eg: invoice in from supplier, when posting invoice have option to add in a PO number and then the value of that bill will match directly to PO/lines on that PO so in essence you can not post more invoices against the PO than the PO is worth. Enables easier tracking of POs and to clearly see where a supplier has over charged or any payment variances
can directly match to lines from PO to invoice and add in correct qty shown on invoice which, again, will then be 'marked off' on PO so you can not most more against than the PO is worth - stopping and price/qty variances