Settings and activity
7 results found
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1 vote
Chloe Ziola
shared this idea
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181 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…
Chloe Ziola
supported this idea
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66 votesChloe Ziola
supported this idea
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125 votesChloe Ziola
supported this idea
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17 votes
Thanks for sharing your feedback and votes for adding Westpac foreign currency account feeds, community.
While a direct feed isn't currently available for these accounts, you can still keep up-to-date in Xero by manually importing your transactions.
Just to give you a bit of insight into how these feeds are built – we rely on our banking partners to make specific account types available to us. The best way to get this on Westpac's radar is for them to hear directly from you, so we encourage you to reach out to them and request support for foreign currency account bank feeds.
For this reason, we're unable to say if or when feeds might be available for these accounts, but we'll continue to keep an eye on the support for this idea, and let you know if there are any changes in this area.
Chloe Ziola
supported this idea
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114 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Chloe Ziola
supported this idea
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205 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
Chloe Ziola
supported this idea
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