Add visibility of Quotes to the Main dashboard - Alongside Invoices.
Add visibility of quotes summary to the Main dashboard - either under:
"Invoices owed to you" - replacing "draft invoices" or adding alongside "draft invoices".
or
a stand alone "Quotes Summary" section
Now we are using quotes - we have no further need to use "draft invoices". But have No visibility of quotes from the Main Dashboard.
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
We do already have a request thread on this topic: https://community.xero.com/business/discussion/7973127
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Info Group commented
Yes, quotes to dashboard please!!!!
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Teenica commented
Quotes on the dashboard please!
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Craig commented
Quotes on the Dashboard please :-)
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Anonymous commented
yes - to see "Quotes" in dashboard would be good, and not as draft invoices. This would match the app!
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Karl Bruen commented
The dashboard desperately needs to show a quotes tab for quick access to new and existing quotes! Just a link is all it needs, you can’t make sales all the time without quotes and yet it’s almost hidden on there!
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Liz commented
I agree whole heartedly. We always need to go straight to quotes and find it a painful process to do so in Xero. Dashboard absolutely needs to Quotes