Xero Add Quotes To Dashboard

Reply from marc andre jones on quotes access quotes from the dashboard.

Xero add quotes to dashboard. Hi team we d recently added a button at the top right of the header of xero. The dashboard is a fantastic tool to give you a snapshot of how your business is going without you needing to run reports or look at 10 different screens. Xero small business insights xero small business insights is a snapshot of the sector s health updated monthly. Right now in may 19 we don t have any immediate plans for changing up sales widget or adding a quotes widget to the dashboard however to let you know of the quick ways of navigating to quotes.

Charts and graphs show your cash flow bank balances and more. A bit of discussion and feedback on that here so you re welcome to add your thoughts there too. This gives you a drop down of new transactions including quotes that you can quickly add. Although all these platforms save time and effort in various areas of business it is sometimes challenging to collect information from different apps.

Modern companies use a number of useful apps and services including xero. Invoicing and jobs time tracking. Add xero data to your dashboard and save time. Dashboard solutions like octoboard help these companies access data.

Along with the common business quotes flow you can shortcut with q. Of course if you don t keep xero up to date the info will be pretty useless. Please know it s not being ignored. Add visibility of quotes summary to the main dashboard either under.

Apps add ons and integrations that are built and owned by xero. See for yourself how the xero dashboard works. But have no visibility of quotes from the main dashboard. Xero apps and add ons.

Invoices owed to you replacing draft invoices or adding alongside draft invoices. Kylie hall quotesonthedashboard dayo adeyemi yeah. Quotes shown on dashboard its important for us to see what quotes we have accepted on the dashboard so we know what work we have up and coming. A year on and i do want to pop in and appreciate every piece of feedback we re receiving here.

Set up your own dashboard or use the xero demo company. Over 10 000 service businesses trust workflowmax for quotes timesheets financial project management reporting invoices and much more. Xero central get support on how to use xero with articles and discussions or get in touch. What you re asking for here is more of a quotes widget on the dashboard.

Or a stand alone quotes summary section now we are using quotes we have no further need to use draft invoices. This would be part of the way to making xero a full business tool rather the main focus being on money coming in. Yes please xero add quotes to the dashboard. Actually we should need a real fully customize dashboard.

Your online accounting dashboard lets you see how your business is performing.