233 results found
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bank Feed
The 'update feed login' isn't available under the dropdown on the new page
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Home page side menu requires one click to view items before clicking an item, I suggest moving the navigation menu back to the top
Having the side menu on the home page requires an extra click to view items, before even clicking an item which is frustrating. I suggest moving the navigation menu back to the top on all pages so it is always visible and easy to access.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Invoices owed on a net basis
Show invoices owed on a net basis
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Totals for customers on a net basis
Running totals invoiced per customer by month, quarter, year etc..
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Adding Cashflow manager view into the dashboard
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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I would be more up to date on Problem Customers.
Accounts Watchlist for Customers. That way I can watch customers who haven't been paying regularly.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Consider not-for-profit organisations, they have different needs
Your updates are all geared towards profit making companies, which means they are all pretty much useless for not-for-profit organisations. These updates just added a lot of unnecessary clutter to my homepage that I needed to remove. You have a big not-for-profit and charity customer base whose needs you are ignoring.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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reconcile period
Please add the ability to see last reconciled period for each account on the home screen
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Time saver !
It would be great if you were able to drop a pdf into an invoice from the list view without having to open the said invoice / bill.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Manage bank accounts link
Please put the quick link button on the new layout to "manage bank accounts".
It's annoying it's not there now, I use it alot!1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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leave request
Would love a widget that shows the leave requests sorted by closest leave date to later leave dates with a filter option to adjust to be able to show just pending approval, just approved or all.
Another widget that would be helpful is a summary of timesheets submitted for the current pay period/ next due pay run.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Faster and easier navigation to overdue invoices
I love that there is an easy to see red link to overdue invoices on the homepage, but could this also be added to the Invoices page? I keep going through extra clicks because I click into my overdue invoices to deal with them, select an invoice, and then have the 'back to invoices' link but if I click this there is then no option to select only overdue invoices to view. Also it would be great when viewing all invoices to have some easy way (maybe an '!' symbol or similar so it's colour-blind friendly) to identify which ones…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Correction on Widget
The "Recent invoice payments" Widget on the Homepage seems to be showing the wrong date for the receipt date. It seems to be behind by a day.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to enter actual statement balance and date, compared to just what the bank feed assumes it to be
Ability to enter actual statement balance and statement date (i.e. from a PDF), compared to what the bank feed assumes it to be. This way we can verify that a user has actually checked the bank balance and the last date it was verified (and for what value). Xero is far to easy to post historic transactions without a clear reconciliation (due to always having items in "unreconciled" at any point in time.
There could be a link from the Bank reconciliation report, or as mentioned above, a box to enter last statement balance and date, for better oversight all…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage | Tasks - Add CIS monthly return reminder
ADD CIS MONTHLY RETURN TO HOME PAGE
1 voteThanks for your feedback, Nathan. We'll start to get a sense of the community support for this from your idea here.
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Homepage - Ability to customise and add logo in top left of page
Can we change the logo you have provided in the upper left hand corner and use our own?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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email recipient
When typing in the email recipient box when sending a quote or invoice it used to remember previously imputed email address (as well as the contact addresses) but doesn't anymore. Is this coming back or staying as is?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Save a lot of Time when switching between menus.
Add the Bank Feeds as a Seperate Item in the top menu, where currently Home, Sales & Purchases is. This would shorten the movement between modules. Currently I have to click Home, then select the bank to reach the Bank Feeds
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add Income in Advance as dashboard widget
Would be good to be able to see prepayments/income in advance account on homepage so you can see deposits that are in.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage - Add shortcut to create repeating invoice
Shortcut to add recurring invoice via a simple UX - just add a drop down next to the 'New invoice' button. Similar to what you already have in the Sales overview page.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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