Navigation - Sub menus on Purchases drop down for different statuses
On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.
Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating to the main menu beneath Invoices. They could be indented a couple of spaces so it is obvious they are sub-options of the main Invoices option. I would click these far more than any other option in those menus.
Kyle Stutter
shared this idea
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
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Kylie Freeman
commented
I completely agree. A sub-menu or fly-out option under Invoices and Bills would be ideal. It would make navigation much faster and eliminate the need to load unnecessary pages first.
If the sub-menu can’t be implemented, then I’d strongly support having Awaiting Payment set as the default view for both Invoices and Bills. In day-to-day use, that’s by far the most commonly accessed tab, and it would significantly cut down the time spent waiting for the All view to load — especially when Xero is running slowly.
Either approach would make a big difference to efficiency and the overall user experience.
Thanks for considering this suggestion — I really hope it’s something that can be implemented soon!