Settings and activity
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3 votes
Appreciate the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.
Carlos Chamorro
shared this idea
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19 votes
Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
An error occurred while saving the comment Carlos Chamorro
supported this idea
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106 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
Carlos Chamorro
supported this idea
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An error occurred while saving the comment 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. -
127 votesCarlos Chamorro
supported this idea
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An error occurred while saving the comment Carlos Chamorro
commented
Have the availability to use the system in english and spanish including communication to customers like invoices, quotes etc.
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.