192 results found
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Issue with Chart of Accounts Watchlist with the new Home Page
I need to maintain certain accounts at a zero balance (in & out account). When I reload the home page it does not update the Chart of Accounts Watchlist. I have to also then specifically refresh the Watchlist. This was not necessary with the old home 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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Menu bar - sticky
It would be fantastic if across Xero (not just the Homepage) the top menu bar was sticky, so it stayed at the top of the screen as you scrolled.
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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Have both the blue and White banners at the top of the page remain visible as we scroll down.
Have both the blue and White banners at the top of the page remain visible as we scroll down.
Repeat this across all pages within Xero.
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 not updating live data - reconciled transactions
The homepage does not live update the reconciled transactions. It is always showing old data.
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
I've just reconciled 38 bank transactions and returned to the home screen. It still says I have 38 items to reconcile. The Homepage therefore does not reflect the correct figures for debtors and creditors. 5 minutes later I refresh and its still telling me I have 38 items to reconcile! Furthermore, the homepage is way too cluttered and busy :o(
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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I am just trying to share basic feedback on the overall constant changes and updates to the software. Its ridiculus. I am all for needed i
I am just trying to share basic feedback on the overall constant changes and updates to the software. Its ridiculus. I am all for needed updates but at this point it seems like changes are just being made to keep people busy. As far as employees in numerous divisions is concerned, everytime there is an update with multiple changes that doesn't seem to effect much, it takes them a few days to figure everything out. It slows production down and for what, so the dashboard can look different. We don't need to reinvent the wheel guys. I have been a…
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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Better columns/vertical cards on homepage
Provide an option to limit the number of cards per row/column to return to the old vertical format. I am used to a quick vertical up-and-down review of multiple bank accounts. I now have to scan left-to-right across a busy, cluttered set of cards. Please re-add an option to view bank accounts in a vertical manner.
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 bank account to homepage
Where has the "add bank account to homepage" option gone? It's very difficult to find now
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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folders
It would be helpful to merge like-cards into one Parent card. The Parent Card could have a customized title that makes sense to the business. It would be intuitive if we could merge cards under a Parent Card by dragging like-cards together... similar to how you can merge apps to create a folder in the Apple iPhone. In Trello (free version), I like the way you can see the title of the Parent Card, with the Child Cards stacked in mini-card style. You could just give the most critical info on that Child Card (i.e., name of bank account, #…
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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Customer List with
List of Customers - Incoming and Overdue Invoices
It would be great to have a widget that displays a list of customers that have a currently pending payment. It would also be even better to have a widget that displays a list of customers with currently overdue invoices, showing the amount of overdue invoices for each client and and total amount overdue for each client. I am thinking an abbreviated view of the Contacts>Customers list.
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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How abut fixing the RTD for Irish VAT? That would be useful....
How abut fixing the RTD for Irish VAT? That would be useful....
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 - journals to import
Homepage - journals to import/ approve link
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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VAT Widget - incorrect error between accounting periods
When you're between (or at the start of) VAT accounting periods and the following are both true:
- The previous period MTD submission has been submitted to HMRC
- There are no transactions on the current period
The VAT widget on the homepage displays a generic system error. This I feel is incorrect and confusing. This error suggests the widget could not retrieve the relevant VAT information. In actual fact, there is information there - it's just empty. (For the technically minded it's the difference between an empty set versus no set being there.)
It would be better for the different scenarios…
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 quotes to follow up
on the home page, under Tab For Tasks - have one of the tasks showing Quotes that need to be followed up , like after 1 weeks
1 voteThanks for your idea, Ben. Appreciate for users that process quotes this could be quite useful as a quick indicator and action item.
We don't have immediate plans for this but are considering improvements to the tasks widget so will be sure to share if there are updates on this.
In the meantime, make sure to share your idea with other colleagues that'd find this useful and we'll get a sense of the wider interest in your idea here. 🙂
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1 vote
Thanks 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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High
have an optional widget where you can set up your own quick ratio calculation, so you can see if you are trading insolvent or not, at a glance. The idea would be to tick off the accounts in the chart of accounts that are relevant e.g. bank accs, inventory, debtors, payables... but make the choices entirely the choice of the user
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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cash liquidity ratio
Widget/feature/icon
The old Xero Homepage had a Business Performance/Current Ratio widget/icon, showing an overall progressive graph/tracker line of the Business Cash liquidity current ratio. The new Xero homepage does not have this option anywhere that I can see it. ...?
The Edit homepage options don't have this feature. ...?
Of it is there, it's not clear what it's called or what I need to add....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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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1 vote
Hi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up.
Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up. Please can we go back to the more meaningful description.
I've been asking new clients to check their bank feed when I should have still been chasing them to set it up. Now they're totally confused.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Dashboard - Chart of accounts watchlist to include previous month
We utilise the chart of accounts watchlist as a quick snap shot of our month. It would be great to be able to add a previous month option to this. So we can see this month, previous month & YTD in this watchlist without having to run a P&L report to cross check everything
1 voteThanks for sharing this idea. We appreciate you sharing how having the previous month figures alongside current month and YTD data in the Chart of Accounts Watchlist could make for a much more useful at-a-glance view on the Dashboard.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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