Settings and activity
4 results found
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14 votes
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Calum Wilbur
supported this idea
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172 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…
Calum Wilbur
supported this idea
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6 votes
An error occurred while saving the comment Calum Wilbur
commented
Some form of option to assign email addresses to their function, for example if the client requires invoices and statements to go to different emails invoices@..., statements@... a way to either select this under contact settings or as a drop down when sending invoices or statements rather than having all the emails auto populate then having to go through and delete the ones that aren't needed
Calum Wilbur
supported this idea
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312 votesCalum Wilbur
supported this idea
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It would be helpful if the equity workpaper carried forward the attached supporting documents from the previous year like the permanent section and hire purchase sections. Alternatively, you could under the option allow the firms to select what supporting documents they want carried forward to the next year.