Settings and activity
5 results found
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38 votes
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163 votes
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.
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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. -
41 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
An error occurred while saving the comment Carlos Chamorro
commented
Hi, got your email regarding the quickview and availability to add planned date through there. Looks helpful.
My comment would be now that you added this, it would be logical to have in the draft overview the availability to see the planned date column and to able to sort and search through this date as well. Giving us the potential to grab all the draft bills that are planned for a same date and submit for approval or approve right through to Awaiting Payment.An error occurred while saving the comment 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
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3 votes
Appreciate you coming back to me on my update, Carlos. Understand that you'd like an additional figure to show available credit.
Just to re-highlight to others coming across this idea - Currently, where you have credit notes entered for a contact if the balance of the total credits outweighs the total invoice amounts entered for a contact these will show as a negative balance on the side of the Contacts record.
While we don't have any plans around this we'll continue to track the support in this here, and if will share any updates if there's change.
Carlos Chamorro
shared this idea
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139 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.
Hi Xero Team. Very happy with the update done. I know Xero is an accounting focused software, but I believe a lot of us use it as a full company software. Would be nice if we can add some sales widgets in the main homepage.
For example: One way to see Quotes Sent, Quotes Accepted and Quotes Invoiced in $.
Keep up the good work.
Thanks