Settings and activity

4 results found

1. Quotes: Generate as legal 'Estimate' instead of quote

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   submitted  ·  9 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   admin Koltron supported this idea  ·  31 May, 2025

2. Quotes: Hide line item cost

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   30 votes

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   21 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thank you for sharing how this feature could improve your use of Quotes in Xero.

   While it takes a little work in setup, you could currently use an advanced branding theme and make changes to the docx template to remove fields you don't want shown to the customer.

   Being open this isn't something we have direct plans for developing right now, however we'll continue to track the appetite her and share if there are any updates.

   admin Koltron supported this idea  ·  31 May, 2025

3. Quotes - View Inventory Item Cost

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   5 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses? 

   When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned. 

   admin Koltron supported this idea  ·  31 May, 2025

4. Project reports - View estimated profit based on quotes

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   submitted  ·  8 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   admin Koltron commented  ·  31 May, 2025  ·  Edit…  ·  delete…

   This would be great

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   admin Koltron supported this idea  ·  31 May, 2025