Xero interface - Stay on page when Saving/Updating/Cancelling
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
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!!!
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
Hey Jacqui! Thanks for sharing your ideas 😊
We try to keep it to one suggestion per Product Idea, so I've updated your title to reflect the first suggestion in your post.
With your second suggestion, I've found this similar idea that you might like to vote on. If not, feel free to create a seperate post for your spend money idea!
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Rebecca Cutler commented
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.