We have many repeat, "priced" orders from customers which are linked to a historic quote. The part number search in "Goods and services" only brings up invoice numbers relating to the particular part number. I need to then open up each and every invoice until I find the customer and prices we last supplied. What I need is to quickly find the specific quote and invoice from when we last supplied the customer. I would think this would be a basic function of any accounting program. I currently use another program I have set up outside of Xero to achieve this absolutely necessary function.
Happy to show you guys (Xero) how my system works if you are interested?
Come on guys, you need to be better! - it costs us time and money the way it is currently.
Michael Clear
supported this idea
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We have many repeat, "priced" orders from customers which are linked to a historic quote. The part number search in "Goods and services" only brings up invoice numbers relating to the particular part number. I need to then open up each and every invoice until I find the customer and prices we last supplied. What I need is to quickly find the specific quote and invoice from when we last supplied the customer. I would think this would be a basic function of any accounting program. I currently use another program I have set up outside of Xero to achieve this absolutely necessary function.
Happy to show you guys (Xero) how my system works if you are interested?
Come on guys, you need to be better! - it costs us time and money the way it is currently.