6 results found
-
Getting Started with Xero - List of tasks
Create a task list for new users of what they need to set up or complete in order to start working. Include links to the learning material for those tasks. New small business owner and I was not sure what exactly I had to set up or edit before just jumping in so I learnt when doing the tasks that I needed to set up a default invoice as example
1 voteHi Phil, thanks for raising this with us. Luckily I cna let you know that Xero has indeed set up certain tasks when you first set up your new Xero organisation, adding bank accounts and bankfeeds, invoice templates, adding users. Im sorry that this wasn't clear to you when you started your organisation. We also have options to set up calls when you hit certain milestones if you need more help. But thank you for letting us know this would be helpful and I hope we can be helpful when needed.😊
-
Navigation
Please put the search widget on the top line - at the moment we have to click on the search icon then click on the search "bar" to begin searching. It would be so much easier and quicker to get to that stage in one.
1 voteHi Christopher, when initially released there was the need to click in the search field to begin typing once you clicked the Search 'magnifying glass' icon. However, our product team improved this so now when you click the magnifying glass for Search in the navigation your cursor will default to the search field so you can get straight into typing - You can see my update for this here
If you're experiencing different behaviour, I'd recommend raising a case with our specialists at Xero Support through Xero Central so we can have a closer look into this for you. Thanks
-
Bills - Enlarge preview
Make the preview bill bigger and make it so you can drag and drop it to another screen.
3 votesHi John, coming back around to your idea and not hearing extra detail we will move this to existing functionality.
Today, when previewing a file attached within an individual bill you can click the icon with an arrow which will pop out and enlarge the preview modal where you can zoom in and out.
Alternatively, using the quick view option from the list screen you can click the same icon on the preview which will open the attachment in a separate tab. Hopefully this meets the needs of what you're after.
-
Bills - 'Send remittance advice' option after recording a bill payment
In the olden days when you paid an individual bill the system would take you back the awaiting payments screen with two options - view bill or send remittance. Can we please have this back. More recently when paying a single bill you would have around 5 seconds to click on send remittance - that is now gone. Annoyingly you have to change a number of screens to locate the paid bill and then click on the payment and remit from there. Very inefficient. Please revert to the old options.
2 votesHi, team returning to the post here we'd like to highlight that when posting a payment within a bill while you're returned to the Bills list you'll get a popup, prompting you to send a remittance if you wish.
If you apply a payment from the All or Awaiting Payment tab this'll create a Batch Payment where there's an option to 'Send remittance' on the batch payment.
-
New Invoicing - Show Reply To email address when sending
New Invoicing - Show selected From Email
The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its hard…
18 votesHi team, coming back around the idea here I wanted to share that with the new invoicing send window, you'll be able to see the reply to when sending an invoice from the right side preview.
Appreciate there may be some in the discussion here that would also like the ability to change this when sending which isn't currently in our plans however please do vote on this idea if that's something you'd like to see. 🙂
-
Purchases Overview - Quick link to Aged payables report
Would be handy to have a link on the horizontal navigation bar of the purchases overview - direct to the aged payables report
1 voteHi Judy, coming back across your idea here not getting a lot of community traction we'll soon remove this from the forums here, however I wanted to highlight that currently you could favourite any report to have this easily accessible from the Reporting menu of your navigation to select from any page in your organisation. 😊
- Don't see your idea?