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  1. Quotes - Move quotes to an expired status after expiry date

    4 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing you idea on quote management. We appreciate you sharing how this could help keep quote lists organised and streamline decisions about which quotes to revisit or decline.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Ken Dunwody commented  · 

    In addition, could the expired quotes be filtered by date and allow a click box up top to select the all expired quotes to be able to "batch" declined. I have over 500 quotes which need to be "declined and archived" and selecting each one individually will take forever!