Settings and activity
5 results found
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1 vote
Jo Gorkic
shared this idea
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192 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…
Jo Gorkic
supported this idea
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An error occurred while saving the comment -
37 votesJo Gorkic
supported this idea
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1,001 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Jo Gorkic
supported this idea
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68 votes
An error occurred while saving the comment Jo Gorkic
commented
Please also change colour of planned payment date so easier to see what is or isn't planned.
Jo Gorkic
supported this idea
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100% vote for this feature. Can't believe it isn't an option.