7 results found
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Help functionality (in app)
I would like you to develop context sensitive help. Currently any input to the help box results in the attachment below with three options that are not pertinent.
I want to enter a single word or phrase then have a series of articles containing this word or phrase sorted by importance. What I DO NOT want is a list of articles that might help.
Looks to me like xero and it’s non existent help function was written by accountants and not IT people who know how to create super useful help function.
Maybe this should not be in Business section…3 votesHey James, from your screenshot it looks like you’ve used the search function when looking for help. The help menu is to the right of it. I've attached a screenshot highlighting where it is and what it looks like opened up.
The help menu in Xero uses the context of the page you're on to produce the recommended articles, and also has keyword search that is backed by machine learning, to sort results by relevance. You can view the help article right within the menu itself and move it around so you can follow along while working in Xero.
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Xero support case raise - Refresh suggested articles less often
I'm not sure if this is the appropriate place for such a thing.
But, when i just submitted a support ticked and was typing in the description and with every character of mouse click it would reload the suggested articles.
Which is just not how it should work.
The old format was perfectly fine.1 voteThanks for bringing this up here, Dylan. We've made a small update to the way this works.
Now, when raising a case with our Xero Support team and typing in the description the articles suggested on the right side won't update as quickly as they were before. This should make it easier to skim through existing help articles as you type. 😊 We'll move your idea across to delivered, however we welcome any further feedback to our update.
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Xero Central support - Bulk upload attachments to Cases
It's annoying having to upload a single screenshot at at time when trying to trouble shoot. Just let us bulk upload
1 voteHey Alex, thanks for your feedback! Our product team have recently released a new user interface for raising cases with our support team, which includes the ability to bulk upload attachments 🎉
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Xero Central | Search - "new starter " as valid search term for payroll support
when you search for "new starter" in payroll support pages it should bring up the add employee page - currently does not https://central.xero.com/s/article/Add-an-employee
1 voteHi Judy, sorry it's been a long time to loop back on this one but I've just followed up with the team and can confirm that in the UK version of Xero Central searching for 'new starter' will return the Add an employee article in the results. Note that results can differ between individuals due to the search engine personalising results.
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Be able to link or tag ideas together for multiple threads for same idea
Perhaps we need to be able to link ideas so that we dont have multiple threads or tag someone So that we know that these have been seen?
There seems to be pages of ideas & unless someone has spent hours searching or had their search criteria correct, another thread is created. if other users could then link then perhaps the votes could be added and the thread might become a top request!
1 voteHey VJ, the community team are actively moderating and merging identical ideas together.
Not everyone will describe their ideas in the same way, so if you can't find an existing idea, you're welcome to create your own!
If we identify duplicate ideas, they'll be collated together to collect the votes 😊
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Please sort the ideas by category not which are being worked on or not
Please sort the ideas by category not which are being worked on or not
1 voteHi David, this feature is already available on Xero Product ideas 😊
As we see in the attached screenshot, all ideas are categorised by their product area in Xero (A), and can be further filtered by their status on Product Ideas (B).
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Make Xero Central a hub page leading to important sections
It is often hard to locate/remember webpages or sections in the Xero environment.
Instead of showing only Support and Learning in the top bar on the Xero Central home page, it would be great if Xero Central additionally showed across the top: Product Ideas, Blog, Discussions or Xero Business Community, etc. This probably would be somewhat tied to the user's profile.4 votesThanks for your interest and support in how we can make Xero Central more powerful for you all.
We're pleased to share recent releases that enhance your experience and seeking help.- Earlier this year we upgraded to a new Learning platform where you can build your knowledge and understanding through Xero courses, webinars and videos.
- We've made steps forward for our community by creating and bringing together Xero's community with a new homepage.
- When searching Xero Central you'll find you have optional filters for Customer type, Product, and type of Content.
- Navigation at the top of Xero Central has had an upgrade with more options to go directly to the section of Xero Central you're after - Articles through Support, educational videos through Learning, help for people 'Getting started' and 'Community' 🙂
- Bringing help right to where our users need, Xero Central is being embedded directly within Xero where…
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