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  1. Customer/Contact Available Credit

    2 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Carlos Chamorro shared this idea  · 

  2. Bills - Assign planned date when entering bill

    13 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Carlos Chamorro commented  · 

    This makes all the sense in the World! Planned Date is essential for use in order to monitor our Cashflow in order to plan ahead how much we need in order to pay what we owe.
    Its a hassle to input planned date right now.

    Carlos Chamorro supported this idea  · 

  3. Dashboard - Track Quotes

    96 votes

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    54 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. 

    Carlos Chamorro supported this idea  · 
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    Carlos Chamorro commented  · 

    The ability to track quotes on the Dashboard would be really helpful. Although I understand Xero is not a CRM, many small business use Xero as such and would highly benefit from a simple glance of the sales funnel. You already have it in SALES OVERVIEW, you could essentially start with just that informacion.
    SENT QUOTES APPROVED QUOTES and DRAFT QUOTES.

  4. Organisations Settings: Ability to have other language in Xero

    118 votes

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    submitted  ·  56 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Carlos Chamorro supported this idea  · 
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    Carlos Chamorro commented  · 

    Have the availability to use the system in english and spanish including communication to customers like invoices, quotes etc.