20 results found
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Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
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IRD Number - copy and paste is not holding the dashes
Love that you can copy the IRD number from the client page, however, the paste function has changed and no longer keeps the dashes when pasting to other software / programmes. It did for a while but no longer does.
It does keep it in the IRD website but not in excel, word or ACC for example.
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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XPM - Tag linked with clients and jobs
When adding notes under a client or job, they are labelled with different tags. Within the same client, the tags should be interlinked so that when one tag is clicked, all notes with the same tag are displayed.
2 votesThanks 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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XPM has gone backwards
The new XPM is not an upgrade in any way. It is a major step backwards with reduced functionality and reduction of user-friendly features that has been repackaged as new and innovative, but in essence, it's nothing more than a redesign and colour change for the global edition.
As accounting firms, we don't need fancy dashboards that tell us nothing, we need automation features, integrations and workflow optimisation that save us time like client portals, digital signing, easy bulk job renewals, proposal acceptance/signing to job conversion etc but the proposed solution is to just look for an add-on and juggle…
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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Archived Returns to show in their attached job
Please return the facility that was in XPM whereby an archived TR or AS still showed in the to which it is attached. It makes it incredibly difficult now to get an overall view of the completed AS during the year. Having archived TR or AS disappearing from the job is incredibly inconvenient.
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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Jobs not opening in a new tab!
When I am in a client file and go into the jobs to update one of my tasks, its very frustrating that it opens the job in a new tab! I end up with too many unnecessary tabs open just to navigate from one screen to another!
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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Bring back cost labels in XPM
Bring back cost labels in XPM, these are usefull when adding costs to invoices. The data base field still exists, we can see our old data when adding costs to invoices. We just cant access and edit or add new labels. Give us access to it via the back end or developer tools or API.
5 votesThanks 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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Pop-notes in client profiles
Please add pop-up notes within the client profile. This would be helpful so we can include important info for the admin, accounting and bookkeeping teams.
2 votesThanks 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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Client Reference Code showing as option in Column options under Client Main Screen
It would be great if you could have the Client Reference Code showing as a Column option when sorting / filtering clients in the main screen of XPM.
ALSO it would be great if this ACTUAL field showed when viewing a clients details as opposed to having to EDIT a client to see it??
I know there is an Export Code option but why have both when could just make the Client Reference Code visable on a clients detailed page.
2 votesThanks 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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Hyperlinks open in new tab
Hyperlinks constantly (but not consistently) open in a new tab. This is not a necessary feature as you can already manually open hyperlinks in new tabs. Being forced to constantly open new tabs clutters existing tabs, is inconvenient and time wasting when you have to juggle tasks.
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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Customisable homepage graph/table colours
Customisable graph/table colours would be excellent, even if it were just 2 or 3 preset options. The blue/red default is a bit harsh.
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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Job Templates & General settings
Hello everyone, it is a challenge in the new XPM to find general settings and job templates, which were previously under Practice.
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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Clients - Add tab for Groups
Add a Group Tab for all clients in a group
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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Discard button in Timesheet is not placed correctly
When you save a timesheet entry as draft, then next option of discard or save is very close together so if you don't move your cursor to the right to click on save you may inadvertently discard the timesheet entry. I think the discard option needs to be moved somewhere else.
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 would like to suggest a feature that allow users to change the source of spending/income easily
I would like to suggest a feature that allow users to change the source of spending/income easily. E.g. if I capture a cash spending now, and later realise that it is paid out from bank, I could easily change the transaction to spend from bank.
Thank you
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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Urgent jobs on the home page
Urgent jobs must be shown on the home page, as they were before with double red exclamation marks!! The current homepage is useless for me.
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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Simplify client profile addresses
When the client contact details have been imported in this change (specifically businesses or entities), it has brought in every client address, now on some client profiles, it shows 4 of the same street address and 4 of the same postal address. Could this return to show only one of each to reduce the repetition and confusion.
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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Client Menu Bar
Please reinstate the summary toolbar or menu at the top of client pages. It previously acted as an effective dashboard for client activity and allowed us to see what was happening at a glance.
In XPH, key items (for example, active tax returns) no longer clearly show status or progress, which forces users to click through multiple screens just to understand what is going on.
Overall, XPH feels clunky and significantly more admin intensive. It feels like a system that previously worked has been pulled apart by developers with little regard for how accounting practices actually operate or for the…
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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All tasks to be filtered by Staff Member
When going to all tasks, it would be great to filter by staff member
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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XPH | Home Page Job Over view - provide the ability to add Priority Column
Home Page Job Over view - provide the ability to add Priority Column and the sort should be by due date then priority level - Urgent to low
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.
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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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