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  1. Dashboard - Track Quotes

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    49 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

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    Sarah Clearwater commented  · 

    I am using the draft invoice feature as a work around because the quote feature isn't available on the dahsboard. I need to be able to see business cash flow at a glance and by seeing qoutes (draft invoices in my case) I know what I have in my pipeline. It would make business management a lot easier if quotes was a dashboard feature.

    Sarah Clearwater supported this idea  ·