Enter your idea

If you accidentally click on 'Approve and Email' instead of 'Save and Close', and then you go back, using the back button, to redo, the invoice you created is lost and you have to start over. This is time-consuming and annoying. Please amend so the back button puts you back to where you were, as it does in numerous other circumstances.

When trying to do a VAT (Sales Tax) return sometimes the transactions need to be edited with the correct tax rate, the screen should return to the report after the transaction is edited not to a list of transactions elsewhere.

Morning,

i have workaround for this.

However would still appreciate xero to enhance the feature letting user go back to their original page after doing the editing,

eg, Edit the bills reference from PO number (serve as GRN goods received), to invoice number (when invoice received by finance dept).
After edit the reference and check the tax for the inv is correct, click "update", the screen will go back to the page "bills to pay".

The following is my current work around for the above. I booked mark the "bills to pay" page, so whenever i click the book mark, it will direct me to the page.

Hope this helps those who are still searching for the solutions.

Rgds,

TONG Seow Pin

OMG YES!!!!
So frustrating when you run a report & click/open a transaction to look at or make a change to & then when its done it doesn't take you back to the report you ran ..... no .... it takes you back to the bank account or somewhere else totally irrelevant ?? So then you have to waste your time with multiple clicks etc to get back to where you were & run the report again etc.

Software is supposed to save you time not add extra steps to the workload.

Xero Files- When uploading Bills from Files it is extremely time consuming to have to go back into files to repeat. Within the Create a Bill Window if the Green Approve Button Dropdown had an option to Approve and return to files it would be a lot smoother and time efficient

I would be interested in the answer to this too. I and some of my larger clients have moved to QuickBooks Online having originally come to Xero from QB Desktop when it ceased in 2022. QBO are improving hugely, during the last 8 months functionality has increased. I see no such attempt by Xero to accommodate the needs for growing or medium businesses. It's still great for start ups or very small businesses.

I wish I had this insight before switching over to XERO from quickbooks online. I was advised there will be improvements by switching to XERO, now I know the advice was likely from someone that has only used another software briefly, not being able to thoroughly compare. I often review transactions per client, and each time I close an invoice, I have to start from the beginning, search client and then their transaction history. Many aspects of analytical or corrective work where you need to be in the same space for multiple actions, you have to start from the beginning. Frustrating to do, when you have volumes of transactions to go through. But if I am missing something, please share so I can improve my knowledge to make optimal use of XERO. Also, is there any insight or response from the XERO team on this subject?

Yes please allow the user to return to the previous screen after the user edited a transaction.

Xero should return you to the place that you were in a report, after clicking thorough to view a transaction. It wastes time to be returned to the main report menu rather than where you were in the report being viewed.

When doing year end accounts or indeed just checking all nominal codes, when I click into a transaction to amend, and then try and go back, it takes me to the original 'Account Transactions' screen and loses all my filters which is making the process ridiculously long.
Surely this is a basic functionality issue and / or a bug

I totally agree. I and my clients went to Xero April 2022 because QuickBooks Desktop was ceasing. I'm seeing nothing from Xero to suggest that they are even listening to our issues. QuickBooks Online has got it's act together and there are almost daily improvements, they are listening and also reply to posts in the community. I think Xero having had a decent start thinks their job is done. It isn't, professionals cannot deal with the time wasted with the issues. Please read the attached - it is only a start - it is a list of issues I have found to date. I and 2 of my clients have gone to QuickBooks Online, we really cannot cope with the frustration. My clients remaining with Xero have limited daily processing. Good software for start ups too much time wasted during daily use for established professionals or SMEs.

I find it astounding that this hasn't been fixed 17 months after it was reported by the Xero Team and 13 months after I reported it. It's so gobsmackingly stupid ... Perhaps we're barking up the wrong tree? It's not simply a 'nice-to-have-Idea', it's a ******* Bug!! Let's all report it as a bug (which it is!)

I'm preparing to leave Xero in my personal business; unfortunately I need to struggle on with it for my main job.

Over & Almost Out

I must express my frustration and annoyance with the current navigation system in Xero. The constant need to navigate back to the original page is not only time-consuming but also unnecessary. This repetitive action significantly hampers the overall experience of working with Xero.

I believe that Xero has the potential to be an exceptional software solution. However, the current functionality issue regarding navigation significantly detracts from its overall usability. I hope that Xero takes this feedback into consideration and makes the necessary improvements to enhance the user-friendliness of their software.

When you go through the "Account Transactions" section to find specific transactions, set your filters and criteria to find the list of transactions you want, you into a transaction and you edit it. When you've finished editing it, the page automatically refreshes to the bank account transactions. This is extremely frustrating because if you want to stay on your list of transactions from your search, you either have to keep going back and re-doing it or you have to open each transaction you want to change in a new tab.

So frustrating. In my case I'm using a standard report (P+L) but with custom dates. Every time I drill down and then go back to the previous screen I have to enter the dates again - I've had to do this about ten times so far, and I'm sure I will have to do it many more times before I finish what I'm working on.

100% Agree, back back back - search again - go to bottom of screen to go to next page - should I keep going

It is very frustrating haveing not being able to do this when there is a group of transactiions that all need to be changed.

Please it would make life so much more easier and efficient. It is essential please :-), so time consuming this way now.

Please please please

I am a bookkeeper working full time on Xero for various clients. I have a couple of major irritations that I'm sure others have, and it would be awesome if they could be fixed *literally begs

1. When I perform a task, and I hit save/update/cancel/whatever to complete it, I'd like to go back to the page I started from please, not get kicked out to somewhere completely different. For example, if I go to a Contact, and need to edit a Spend Money transaction (to add a bill reference number for example), I don't want to hit Update and find myself in the Account Transactions on the bank account. I want to be back to the Contact, where I started, so I can edit another Spend Money if I need to. This happens all over Xero and I'm constantly having to navigate my way back to a page when I should already be there, it drives me nuts. I want to decide where I want to go in Xero, I don't want to be plonked somewhere I don't want to be!!!

2. Please can you add the ability to edit which bank account a Spend Money is applied to after the transaction is created. I have a client with multiple bank and credit card accounts, and they use HubDoc. They often tell me something was paid from X card, so I do the Spend Money to it in HubDoc. When the transaction then gets into the bank feed, I find it went onto Card Y instead of X but I've then got to download the file attachment and Remove & Redo the transaction on Card X's Account Transactions, then go into Card Y, create a new Spend Money transaction, upload the file and redo the transaction from scratch. If I could just edit the bank account within the Spend Money transaction and update it so it pinged across there, it'd make things so much quicker.

If any of you find yourself thinking 'Totally! 100%!' then please support this idea and maybe Xero will fix things... *dreams