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  1. Receive Money - Ability to assign to a project

    45 votes

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    submitted  ·  26 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Carina Jandt commented  · 

    Having to do a work around to find the right place to make received monies appear on a project is so complicated - especially if it is something that can be easily done with money spent...

    Carina Jandt supported this idea  · 

  2. New Homepage - Track Quotes

    163 votes

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    78 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.

    An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.

    We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.

    Carina Jandt supported this idea  ·