72 results found
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Request for Folder Organization in Xero Custom Reports
I would like to request the ability to organize custom reports into folders within Xero. As the number of custom reports grows, it becomes increasingly difficult to manage and locate specific reports quickly. Having the functionality to group custom reports into folders (e.g., by department, reporting period, user, or project) would significantly improve usability and efficiency.
This feature would be especially helpful for teams that rely heavily on customized reporting, allowing us to maintain a more organized and streamlined workflow. Ideally, folders should support permissions or sharing settings to help control access to sensitive reports.
Thank you for considering this…
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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Navigation - Restore Organisation Name
Expand the field to the right of Xero (top left) to show more than 2 letters for the active organisation.
In the Home view, I can see the company name (below Xero), but not in other views.
It would be so much clearer!1 voteHi Karen, just trying to better understand your idea here are you referring to the organisation name or the logged in users name?
Currently which ever screen you navigate to you should see the organisation name in the top left of the navigation bar next to 'Xero'. In the top right you'll be able to see your login profile picture, or if you haven't uploaded one this will show your profile name initials.
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Please Add Tracking Category back to main menu instead of being hidden under settings.
Please add Tracking Categories back to the main menu, so it can be accessed with one click instead of having to navigate through to settings. Under accounting tools would be fine. Thank you
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.
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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Navigation | Search - auto close and remove entry
I have seen the new Xero update, and the search bar has changed (only looks and complaints)
1. The search bar stays open, so you manually have to close it, which is slightly annoying.
2. Your search stays in the bar when it is closed. So when you open the bar again to search for something else, you have to delete the original search. If it has been a while since you last searched, you forget, and it can be so frustrating.If the search bar were fixed (actually finding things I were searching for), I wouldn't mind. But this…
1 voteInteresting to get your feedback on this, Jodie-May. It'll be good to get a sense of the wider community appetite in this too. Our teams are paying close attention to the feedback on the new experience and I'll share if there are any updates for you here. Thanks
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Navigation | Accounting - Direct access to Tracking
Put Tracking Categories back under Accounting. Same as Chart of Accounts, Tracking Categories needs to be accessed regularly.
1 voteReally good to get your feedback on the navigation you'd find most helpful for your use here, Sejal. We'll keep an eye on the community traction this gets from others here and I'll share if there are any updates.
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Search for an Organisation in Navigation Menu
With the new Navigation menu, the Search for an Organisation will only appear once you have gone into more than four Organisations on the one day - per response from Xero Support:
"Currently, the Search option to swap between organisation only appear if you've recently accessed four or more organisation from your Xero HQ.
So, it may happen that at the start of the day you won't have the search option, but once you have accessed four or more organisation from Xero HQ you will get the Search option."Need to have the Search option available when first login -…
6 votesHi team, we appreciate your feedback on this and hearing about your experience with Xero's new navigation.
Our product team have identified that there is an issue where the organisation search doesn't appear for some users. While we can't give any definite timeframes around this atm, I'll be sure to share any updates around this with you all here.
For the time being, if the search does not appear you should still be able to get to your full list of organisation and search an organisation within My Xero. Thanks
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Navigation - Access Product & Services from both Sales and Purchases
I think the new menu bar is great as its closer to the original layout from about 9-10 years ago.
But super annoying that I can only access Products & Services via Sales.
All our purchasing is run through Xero, all our sales is run via external POS that we import summary csv, not detail, so no products or services.
Seeing as the new navigation bar is already quite full and having a separate productions option is not visually viable, would it not make sense to have the Products and Services link feature in both Sales & Purchases?
I mean,…
1 voteReally appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
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Navigation - Hubdoc shortcut
Shortcut to Hubdoc - First thing I do when I open Xero in most clients is click straight into Hubdoc. With the BETA layout the shortcut has now been lost right down under 'do more with Xero'. I want to move the shortcut so it is the first thing I get to when I click on the client name. I'd also like the hide the Syft, I don't plan on using it yet and don't want it on my dashboard
3 votesThanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
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Navigation - Restore ability to favourite "report codes" in the reporting menu
One of the key steps in preparing client financials is to ensure accounts, especially newly added ones, are assigned to the correct report code. I had the favourited on every client in the old navigation for quick access as it's something I need almost every time. It'd like that back.
9 votesGreat to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.
We're keeping a close eye on the interest and will share if there are any updates for you here.
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Navigation - Move up practice tools section on main menu
Navigation - Main Menu
Personally, I access practice tools and hubdoc / syft several times daily, I'd prefer not thave to scroll down to get to these. Settings and Subscription / Billing are access much less frequently and coud me lower in the menu.
Also the Xero Menu and Home Menu seem to do exactly the same thing? Could the main drop down menu therefore be moved over to the LHS where it was previously.2 votesThanks for your feedback, Tina. To make it easy to track the interest from community and keep you updated we request each post is contained to a single idea. I've slightly amended your idea to the first that you mentioned around navigating to practice tools. We have a slightly different one for the navigation to Hubdoc that you may like to vote for.
For the last point you've noted around the Xero and Home buttons - welcome to start a new idea for this too, that we can track support in. Thanks
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Navigation - Separate menu for Analytics
Separate the Analytics menu from Reports; removing the needless navigation for a submenu
1 voteAppreciate your feedback, Ravinder. Lets start to get a gauge of the community support through your idea here 😊
Our product team are watching the feedback through this forum closely and if there are any updates we'll share with you, here.
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Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement
Subject: Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement
Dear Xero ProductTeam,
I would like to propose an enhancement to Xero’s functionality, specifically regarding the home page or the Dashboard under the "Reconcile" section. It would be beneficial to introduce an option that allows users to allocate multiple payments to a single invoice simultaneously. This improvement would significantly reduce the time spent on manually selecting each payment to allocate against individual sales invoices. The impetus for this request stems from the need to process numerous payments related to sales invoices efficiently, particularly following month-end closures. I…2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Homepage -Projects widget with time and amount visuals
Hi,
My first thought is that the home page is overly busy. The graphs are great but there is A LOT going on. We have more than one bank account so that would make the homepage even busier. The task widget is a great idea but the recent invoice payments and chart of accounts aren't really useful for us. We would want to remove widgets that aren't used.It would be great to have a projects widget showing project time use and amount on the homepage.
Love the improved navigation at the top especially the reporting and tax tabs. This…
5 votesThanks for sharing your thoughts on the new navigation and homepage, Louise! I've just updated the title of your idea to help other members find and we can track the interest in a Projects widget.
We also have a couple of ideas related to simplifying the layout like you mentioned, and another for bolding of the navigation headings that you may like to vote for.
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Navigation - Split Taxes menu by Payroll, VAT and CIS
I would like to see taxes split into Payroll, VAT and CIS more clearly
5 votesHi Lesley, it's great to see you exploring the new navigation, and letting us know the changes that matter most for you.
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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Homepage - Inventory widget that shows when stock is low
Have the graph for the home screen with the inventory stock and flagging items with low stock.
5 votesThanks for your idea here, Sergii. Really good to hear what our customers would find most useful to get a visual of from the homepage.
We're beginning to track the interest for an Inventory widget that'd show low stocks from your idea here and I'll share if there are any updates.
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Navigation - Add Custom reports access to Reports menu
Custom reports as an option the Report drop down. I know we can favourite them, but if we have a lot of custom reports it's quicker just to go to the custom report page immediately and work from there.
10 votesThanks for sharing your feedback on the new navigation experience, Hilary.It's great to hear our customers are familiarising themselves with the new layout.
We've reviewed your idea and now it's up to the community to get behind and support it. Our product team are paying close attention to the ideas and feedback we are receiving on this, and we'll continue to track the interest closely.
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Navigation - Rename Sales and Purchases to Payments and Receipts
The new tabs are nominated as Purchases and Sales but some of their sub tabs go beyond that. I would prefer to label them Payments and Receipts
4 votesThanks for sharing your feedback on the new navigation, John. Great to hear the changes that would help our customers most.
We'll start to understand the interest from others in community that would also find that terminology more useful from your idea here.
Our product teams are considering all feedback closely and I'll share if there are any updates.
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Homepage - Outstanding invoices view if emailed or printed
I would like to see if outstanding sales invoices were emailed or printed & posted by traditional mail.
5 votesThanks for sharing how we could make the new homepage more impactful for you, Mark.
It'll be good to understand if this is something others would also find useful from your idea here. We'll share if there are any updates.
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Homepage - View Notes for overpaid invoices
Critically important to our business is being able to easily view 'notes' on overdue invoices next to their overdue amount in a list. No additional click thorughs with each individual invoice number as is the current system.
Knowing when a reminder was sent and being able to view what their latest response was in a list form would massively help with managing unpaid invoices.
We create separate spreadsheets to track overdue invoices and bad debt which is inefficient.
This should be resolved with a quick view in the dashboard to ensure better debt management.
Please8 votesThanks for sharing how we could make the new Homepage more useful for you, Harry.
It'll be good to understand the volumes of users that would also find this useful from your idea here - Make sure to also share your idea if you have colleagues that'd also find this useful and they can vote here too.
Our product teams are paying close attention to the feedback we receive on this here and I'll share if there are any updates.
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Homepage - View recent file uploads
Widget or badge to show if there have been new files uploaded by the client or colleagues since your last logon.
5 votesAppreciate your feedback and hearing what information you'd find most useful to see from the new homepage.
We'll start to track the interest from the community in this here, and will share if there are any updates.
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