Settings and activity
3 results found
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5 votes
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Andrew Poloway
supported this idea
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100 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Andrew Poloway
commented
Why is so much attention put into invoices and not quotes? Being new to Xero, and trying to figure out how quotes and all of the settings work, I already have over 20 deleted quotes I have to look at in that list. Because there's also no preview function. So I have to download and save each quote no matter what I end up doing with it. It's just plain silly.
Andrew Poloway
supported this idea
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25 votesAndrew Poloway
supported this idea
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Under "ALL" in contacts, include a column which shows what group each contact is in. If I create a new contact name while reconciling transactions, the name just goes into ALL. I then have to go into ALL, try to remember which one/how many I recently added then move them into a group. Very easy to miss contacts that belong into specific groups and hard to figure out which ones I havent grouped yet.