38 results found
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Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
Make the DRAFTS invoices more obvious so they dont get missed. The button is too small
I needs to have some sort of alert or red notification that an invoice has not been sent yet, or is sitting in draft. As we use external software to send invoices to draft in xero, things can get lost easily.
10 votesHi 👋 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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Homepage - Select multiple invoices
Permanently give the option to stay on the old set-up homepge.
New one is horrendous! Can't select multiple invoices? And if I can then its impossible to workout how.10 votesHi Tim, trying to better understand the point you've noted on selecting multiple invoices can you share more on the process you're taking here and what you used to do in the previous Dashboard?
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Profit & Loss Report Widget on New Home Page
Can you restore the "Month to Date" or "Current Month" for the Profit / Loss widget. It is available on the mobile app and was on the old layout. Currently we only have the "previous month" as an option for month.
Having the month available helps keep sales team up to date with targets without having to go through the extra steps of generating the report via the menu.
7 votesHi 👋 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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Stop changing stuff for the sake of changing it or to justify your constant price increases. New changes are absolute ****!
Stop changing stuff for the sake of change or to justify constant price increases. Newest changes are just ****!
8 votesHi 👋 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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Cash In & Cash Out (Widget)
The Cash In & Cash Out tab could benefit from the ability to determine if the cash in OR cash out is from P&L items or Balance Sheet Items.
For instance if a large cash injection occurred from the director you'd have a large cash in, which wouldnt match the profit. In contrast, a payment of liabilities for tax/gst may impact cash flow and skew the results for cash out.
The suggestion would be for a stacked/filtered view on the IN and the OUT bars, to either display the stacked cash in (on top of each other), for P&L and…
3 votesHi 👋 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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Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
7 votesHi 👋 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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The new layout is harder to follow multiple back accounts and its says "reconciled" when you have items to reconcile which is also confusing
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
4 votesHi 👋 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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Add "View All Quotes" button to invoice widget.
Many of our customers require a quote before issuing us with a purchase order. The fastest way is to copy a previous quote, and to edit as required to create a new quote. If we could click on a button from the homepage rather than bring up Quotes from the sales list, it would save us much time.
4 votesHi 👋 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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Homepage | Widgets - Ability to multiple states of the same widget
Allow duplicate widget tiles
For instance, allowing us to have a tile for 'Net profit and loss - year to date' AND a tile for 'Net profit and loss - last quarter' etc. without having to switch the one 'Net profit and loss' from year to date to last quarter.
Also being able to specify a 'tracking category' for any given tile would allow us to separate PnL at a glance without having to go through the reporting to do so.
4 votesHi 👋 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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Custom report widget
I have some custom reports that I use every time I log on - can't I just have a "widget" that pulls up that report on my home page?
3 votesHi 👋 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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View Account Transactions
Each account on the home page now has an added line "View Account Transactions".
This takes up more room - and therefore we see less accounts at a glance.
Have the option to remove this line - and we know we just click on the account - as per usual3 votesHi 👋 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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Show when GST returns are due on the homepage with balance owed
Show when the next GSTreturn is due on the homepage along with the balanced owed and when. The UK Xero has this function, make it available to NZ!!
2 votesHi 👋 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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expenses
Expenses have disappeared in new Homepage, not an option to add a widget for it, why take it away?
Why is Xero making it so hard to do expenses for SME's in their system. Is this another way to try and force users to use the other expenses and have to have multiple apps?2 votesHi 👋 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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Rearrangeable Widgets
Have the bank account widgets be able to sit under each other as you can get 2 bank account widgets in the same space as the "Invoices owed to you" and "Bills to pay"
2 votesHi 👋 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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Hi, how about text or email reminders for bills that are due for us small businesses that
Hi, how about text or email reminders for bills that are due for us small businesses that only normally log on once a week? Would be extremely helpful
2 votesHi 👋 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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Restore page after finishing a session.
At the moment if not all tasks have been completed in a work day, opening up the browser window again from where you left off will log you out. When you log in again, you are diverted to the homepage with no way of clicking back to go back to the page you were on. This is a massive waste of time, please allow us to restore our tabs which had things like custom reports and other things we started working on.
2 votesHi 👋 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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Ease of use
It would be great if the recent clients worked on would remain in the dropdown field when selecting clients, instead of having to search. Right now only Demo company appears. I am uncertain why this has been done.
2 votesHi 👋 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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Need the new home page VAT staus to link directly to HMRC VAT to renew connection as on old versio
VAT status in home page needs to link to HMRC to renew link as on old version. For reasons I don't understand the link does frequesntly need renewing. I had to switch back to old version to do this today.
2 votesHi 👋 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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Homepage | Banking widget - Option to update feed login details
The 'update feed login' isn't available under the dropdown on the new page
2 votesHi 👋 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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Chart of accounts watch list budget for quarter
Like many business' we operate more on qrtly budgets than monthly due to month to month volatility.
I love the chart of accounts widget but for us it would ideally be able to show this quarter as well as this month2 votesHi 👋 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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