35 results found
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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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I will miss approving draft invoices and bills
Make draft/awaiting approval invoices and bills stand out if an action is required, or add these to the tasks section.
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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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.
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 - this is way too busy.
Nothing to say except it is too busy. Would like an option to keep the old version indefinitely.
5 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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Bills and Invoices should show draft items
Previously, draft bills and invoices were visible on the homepage. Please reinstate them.
6 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 ****!
6 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 and Cash out
Allow 2 categories of Cash Out since i am a sole trader and my drawings are included in cash out so the widget is useless if i cant either exclude drawings or split cash out between Busienss Cash Out and Owner Drawings Cash out. Just keep the Cash out bar but split into two colours so that you can see Cash out Business and Cash out Drawings.
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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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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Homepage - Add Draft Bills
Ability to have a widget that lists Draft Bills. We leverage the Xero API to load expenses but they sit in Draft until coded. This would provide a 'To Do list'
5 votesHi Uri, from the Bills to pay widget you'll see there is a summary of Draft bills which if you click will take you directly to your list of Draft bills to review.
Does this meet the needs of what you're after here?
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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.
6 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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Can you please include pay roll as well
Its will be useful if payroll include in widget as well
4 votesJust want to make sure we can capture your idea correctly here, Mahtab. When you say you'd like to have a payroll widget - can you share more detail of what you'd expect to do or see from the widget?
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Create a "low bandwidth" version this is now so much slower than the old page on slow internet connections
Create a "low bandwidth" version this is now so much slower than the old page on slow internet connections 271 resource requests is just stupid for a home page and 1=nearly 50mb of resources? not everyone has fiber to the building and a 250mb/s connection.
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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Sales, sales, sales
Sales, sales, sales—every company should have on hand how much it has sold, in the month, quarter or the year. It would be very good to have that graph or information on the homepage.
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 | 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.
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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Allow us to keep the old GUI
The new GUI is horrible, allow us to keep the old
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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record keeping for sent invocies
A record of all sent invoices, to whom and the time and date they have been sent.
And how many late payment reminders have been sent to the contacts
list? How many invoices have been sent to this contact?This will be really great for record-keeping.
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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Company abbreviations by xero
The 3 letters that are by the company name are automatically chosen by Xero, we should be allowed to change this to something relevant, for example, my company is called ACR Fabrications Ltd, common sense would dictate those 3 letters should be ACR yet xero has chosen AFL which is obviously the first letter of each part but that's not relevant to my company
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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High impact with clarity on decisionmaking
I've adjusted my homepage to include the CHART OF ACCOUNTS WATCHLIST, and specifically the VAT CONTROL ACCOUNT. On my homepage, I want to quickly access information to make decisions - but in this view, I can only see the columns "This month" and "YTD" ... how can I edit the columns, so that it can include the DUE status. This will then show me my VAT YTD, THIS MONTH and WHAT IS NOW DUE. Decisions are made for cashflow based on what is DUE, not what has been paid (YTD).
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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Additional Work around "Quote"
Quotes Need a bit of work, You've just added ability to generate a link - that's great, however, still can't share quote in the app.
While creating a quote for a new customer - you can't add any of their details (but you can if you create an invoice), you have to create new customer first then go back to creating a quote, we have a lot of new customers just walking in.
Often we'll start on an Invoice Page and we can't just change that invoice to quote once it's started. Is it possible to change invoice to quote…
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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