133 results found
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Navigation - Add 'Statements' to Sales drop down menu
Adding 'statements' to the Sales drop down navigation. Simple addition, rather than having to go through the full Invoice page to send statements at EOM.
175 votesHi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
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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,…
107 votesWe 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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Navigation - Sub menus on Sales 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,…
103 votesHi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
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Navigation - Feature to 'favourite' menu items
Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites
55 votesThanks for letting us know how this favourites feature matters to 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 votes and comments about how this would benefit them, too!
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Navigation - Setting to turn off help for all pages
Fewer clicks - Help banner on each page. I would like to be able to disable this permanently for established clients.
88 votesWe're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Add a shortcut to Financial Settings in the main dropdown menu
With the new layout I cannot star the financial settings anymore. please add this to the drop down
28 votesThank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.
To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.
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Navigation - Control which apps are recommended
Connected apps and recommendations - I would like to be able to recommend for clients on this page.
41 votesWe're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Dedicated Reconcile Button
Accessing Reconcile is always two clicks away. A dedicated reconcile button on the menubar with option to choose account would be make an improved UI and UX
11 votesThanks for clarifying that further Darian. That is a great idea and we can see why that would be useful. We're moving this idea to gain further support from the community while find similar ideas to merge with your idea and add more support to it. Feel free to share this with your friends and colleagues so they can add their vote in as well :)
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Navigation | Search - Show and select from recent search history
Have the search bar bring up a list of your most recent searches instead of having to re-type what you're after.
6 votesHi everyone, thanks for sharing this idea. We understand that having a quicker way to return to recent searches could help when moving between clients, transactions, and reports.
The suggestion is to add a recent search history dropdown in the global search bar, making it easier to revisit previous searches without re-entering the same details.
For now, opening commonly used items in separate browser tabs can help you move between workflows without losing your place. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
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Navigation - Move Tax within the Reporting or Accounting menu
I'd prefer to see the Tax Menu consolidated into either the Reporting or Accounting menu. Having more options just adds clutter and unnecessarily overwhelms users.
28 votesHi team, we appreciate the interest from you all on the new navigation experience.
We're keen to continue tracking where our customers would find features the most useful in terms of navigation and if there are any changes for the location of Tax I will share with you here.
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Navigation - Add Tracking Category back to main menu
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
15 votesThanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
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Xero Accounting app - Ability to view Balance Sheet
Hi Xero Team,
I’m really disappointed to discover that the Xero Mobile App doesn’t provide any way to view the Balance Sheet - a core financial statement that forms half of any set of accounts and is the backbone of understanding a business’s position.
As a property developer, tracking CAPEX spends per project is critical, and not having quick access to this information on the go is a significant limitation. Even a simple dashboard or quick-glance view in the app would make a huge difference for users like me who rely on Xero to manage their businesses efficiently.
We all…
19 votesAppreciate your feedback here, James. It's good to hear the sort of information our customers would find most handy on the go.
This isn't something we have direct plans for atm, but we'll get a sens of the interest for viewing the Balance Sheet in the Xero Accounting app from the community here and I'll let you know if there are any plans made.
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Navigation | Purchases - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
21 votesHi everyone, thanks for sharing back on the new navigation experience with us here. We understand there are different options that our customers would find most useful within the menu drop downs and our product teams are paying close attention to the feedback we receive on this in Product Ideas. We will share any updates surrounding this with you all here.
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Navigation | Sales - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
24 votesGreat to be getting this feedback and see the input from our community that are getting a gauge of the new navigation experience. Thank you.
Our product teams are very close to the different needs being shared from our customers in the forum here and we will keep you updated if there are any plans made around the menu options for Sales.
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Notifications - Tag other users in Notes and elsewhere
Anywhere we can add Notes (invoices, transactions, etc.) we should be able to tag other users. I'd like to write a note for my bookkeeper and tag her so she knows to go look at it.
Those tags should then show up as notifications in that users console and/or some sort of "To-do" area.
6 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can see how quickly tagging other users straight from Xero would be helpful. We've updated the status to "Gaining Support" and It's up to the community to get behind and support it.
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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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.
17 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 - Ability to change ordering of menus
Great Change
Upcoming changes are very useful. However, a small suggestion re. the home page menu: As an Accountant in practice would like the following order.Home
Accounting
Sales
Purchases
Payroll
Reporting
Tax and
Contacts.15 votesInteresting to hear the differing views in terms of the ordering here. Thanks for your feedback.
We're paying close attention to everything our community is sharing about the new navigation here and if there are any plans made around the ordering we will let you know.
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Global search - ability to search for amount including comma for thousand separator
This seems like an absolute no-brainer.
When looking for an invoice or payment, I often copy the amount from a remittance or similar, and it is a frustrating waste of time to have to manually remove the comma.
This should be easy to implement, and would make the user experience smoother seamlessly.
10 votesThanks for sharing your idea, and letting us know how we could improve global search 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.
If there are any improvements planned that would accommodate what you're after here, we'll let you know.
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User Interface - Add custom tooltips to guide users through complex fields and workflows
I would like to see these across payroll, invoicing, etc. - all of Xero. It would be so helpful if admins could add tooltips to things to provide directions/instructions to staff. For example, a tooltip next to the "label" field in expense claims could tell staff what information this company wants in there to make that useful. Integrating tooltips could be a way to log compliance or chosen procedures/use across the platform. For example, putting a tooltip next to the options to add projects in expenses/invoices would help someone log guidance on when a project needs to be associated. Putting…
2 votesHi everyone, thanks for sharing this idea. We understand why having the ability to add tooltips, directions, or instructional notes within workflows could be useful, especially when training teams or guiding users through data entry processes.
The idea is to allow users to add custom guidance alongside fields, helping provide context at the point of entry and reducing the need for separate instructions or follow-ups.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
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Navigation - Ability to customise menus
New Xero ribbon - can it be amended?
Too much! There are things I don't use or need day to day. "Dashboard" became "home". Ok not great, but okay.
The the "+" icon on the ribbon gives me the shortcut to anything.
Xero has just gone and cluttered it up with stuff I don't need day to day. Like "Payroll" and "Reporting". Anyone else agree/disagree? How can it be amended from the users pov?7 votesAppreciate your feedback, and it's good to understand our different users needs when moving across Xero. Its good to hear that the '+' icon helps you get to most places you need.
I want to assure you we did a lot of user research and testing of the new navigation to ensure it would suit the needs of majority of businesses.
We'd like to continue to get a sense of the interest from your idea but want to be upfront that this isn't something we have plans of enabling any time in the near future.
- Don't see your idea?