430 results found
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Xero Central - Add change logs to Xero Central Support pages
Please include the date that support pages are updated and the version of Xero to which they are applicable.
Some of the support pages are out of date and do not relate to the current version of Xero.5 votesThanks for sharing your idea here Flynn and letting us know the changes that matter most for you.We understand the need to have a log of when changes were made to an article. 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. Cheers
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Homepage | Invoices owed to you - list of outstanding
I would rather have a list of outstanding invoices (names and amounts) on the dashboard instead of a graph with the totals owed. (same layout as the recently paid invoices list which i have removed completely as its not necessary)
5 votesThanks for he feedback here, team. Atm we don't have any plans for surfacing your outstanding invoices as a list within the widget, however we appreciate feedback we've received around the graph and our team are working on some sizing updates that would enable you to remove the graph on both the Invoices owed to you and Bills to pay widgets. You can stay updated on this work through the idea here.
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Homepage - Add Widget For Cash Manager
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
5 votesHi community, this is an idea we've ben considering and can confirm is in development wth our product team now.
I'll share another update with more information on this once it's live!
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Homepage - Improve loading
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.
5 votesHi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
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Homepage | Watchlist - ability to colour code
Making the watchlist more customisable. Would love to colour code based on under budget, approaching budget, over budget for easy management of spending.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you, Annaliese.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll keep an eye on the traction this idea gets in the community.Thanks
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Navigation - Add link to go into Files from the menu
Add button to go straight to Files on top tool bar instead of clicking twice (once on org name) and then Files
5 votesHi community, thanks for continued appetite in this idea. Though we don't have plans for adding Xero Documents (previously files) the the blue navigation bar, as per our last update there is the current keyboard shortcut to open, search and quickly select this from the Search results(press '/' and then 'f').
Further to this we are also developing a new Homepage widget that'll provide an overview of your documents and ability to take quick actions. I'll return to share more on this as the work progresses.
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Navigation | Global Search (magnifying glass) - Coloured invoice status in results
In search since I've used Xero, when searching for an Invoice Number - results would appear and a coloured box with the status - red for Awaiting Payment, and green for Paid. A handy visual meaning I didn't have to actually read the status.
Now in the new Search - these colours have disappeared. Why? I now have to scan up and down and actually read what it says without my visual guide. Xero keeps making changes to make things harder to use, and any suggestions I follow to make things easier for users, even really simple quick fixes, are…5 votesHi Anita, thanks for sharing your feedback about this feature, and how you'd like to see it restored.
Make sure you share this page with any colleagues that this could also benefit, so they can add their votes and comments to the discussion to support this!
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Demo Company - Prioritise Demo Company for new feature rollouts
Could the Demo Company please be updated first when new features are being rolled out. Often want to test how a new feature works (eg the current Investment Boost in Fixed Assets) or take the Staff through training on the new features, without having to do this in a Client's live data.
If the Demo Company can have the features first, then can do testing and training of staff before see in the Client's live data.
Currently Client's have the new Investment Boost feature, and want to add new Fixed Assets using the Investment Boost, but presently can only do…5 votesThank you for sharing your idea and letting us know which changes are most important to you. We've reviewed it, and now it's live for the community! It's time to gather support. Please share your idea with any colleagues who could benefit so they can vote for it. Other members can also leave comments to share more detail about how this would improve their experience with Xero.
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Navigation - Quick access to last few pages accessed
On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.
For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…
5 votesHi team, appreciate the thoughtful feedback in your idea here and while not a complete solve for what's being asked I did want to highlight for this specific scenario you may find favouriting reports useful. This will make that report easily navigable from the Reporting menu in our new navigation 🙂
Also, just another tool that might help to find items that have recently been edited - the History & Notes could be used and filtered to quickly see what transactions have been edited.
While we don't have immediate plans for enabling these sort of breadcrumbs our teams are continuously thinking about the logic and flows as they keep developing Xero features.
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Navigation - View all option and dates instead of page numbers
As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.
Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…5 votesHi all, we appreciate the feedback on how we could improve pagination for customers across different areas of Xero. A couple of updates here that may help with this;
- We have added the ability to search and filter no the Reconcile page. Meaning you can quickly navigate to a Date range of statement lines you'd like to reconcile
- As we update areas of Xero you'll find the selection for how many items to view is now held (examples are in Products and services, Invoices and Bills). So, if you navigate away from a page when you return you should still see that same selection e.g 25, 50, 100 items. The only caveat to this is using incognito mode, or switching browsers
I want to be open that we don't have plans for rolling out a blanket change across all areas of Xero at once, if there are specific pages in…
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Homepage/Navigation - Softer non-high contrast bright blue colour used for banner and action buttons.
Change the high contract blue colour back to the softer on the eye colur before the recent update.
Recent update changed the font and blue background on menu banners and buttons in the desktop interface
* The new blue color is too bright, causing fonts to appear blurry and creating harsh contrast that is difficult to read.
* Request to restore the previous blue color due to readability and eye strain concernsThe old blue and new blue can be seen together in the hep chat.
4 votesHi community, we appreciate your feedback on the recent colour changes across Xero, this has been shared back with our teams and they are keeping a close watch on the feedback here, however I want to be upfront that we don't have any plans to change this further at this stage.
We will let you know if here if there are any further updates planned for this.
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User Permissions - Allow Invoice only Sales & Purchases to export aged payables and receivables report
Xero has recently improved user permissions so that users with the Sales & Purchases – reports for sales & purchases role can access Aged Receivables and Aged Payables reports without also being given access to all financial reports.
This is a very welcome improvement, particularly for administration staff who need access to debtor and creditor information as part of their day-to-day roles, but who should not have access to sensitive reports such as the Profit & Loss, Balance Sheet or bank account information.
Unfortunately, these users can currently view and run the Aged Receivables and Aged Payables reports but cannot…4 votesThanks so much for taking the time to share this idea with us. We’re pleased to let you know that it’s now open for votes and comments in Xero Product Ideas. We encourage others in the community who would benefit from this functionality to vote and join the conversation. The feedback and support shared through Product Ideas helps our product teams understand what matters most to customers when considering future improvements.
Thanks again for helping us make Xero better! 😊
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User permissions - Invoice only allow to see all
It would be great to be able to select/deselect more options under each role if the role isn't quite right.
E.g. I need a user to be able to view all the previous invoices and create new ones but not be able to approve invoices. Neither Sales nor Draft sales roles offer this option.
4 votesThanks for sharing this idea and for letting us know you’d like to give a user access to view all previous invoices and create new invoices, without giving them permission to approve invoices 🙂
We’ve opened this idea up for the Xero community to vote, comment and share their feedback. The more support and discussion an idea receives, the better we can understand how broadly this capability is needed.
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User Settings - Ability to update invite user email
Individuals with the ability to manage users should be able to change and update email addresses for users rather than having to delete the user and add again.
4 votesAppreciate how this could save you a couple of steps, Jennifer. This isn't something we have plans for at present but will start to gauge interest from our community in, here.
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User Roles - Implement granular permissions to restrict users from deleting bank statement or transactions
Remove the ability from certain users to delete bank line transactions.
We need clients to update bank login details etc however we don't want them to have the ability to delete line transactions.
4 votesHi Zak, thanks for sharing this idea. We understand how having more granular user permissions to prevent specific users from deleting bank transactions could help strengthen internal controls while still allowing users to complete their task.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this permission would be valuable for your business, we'd love to hear more about how you manage bank permission across your team.
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New Homepage - Ability to hide accounts that are no longer needed
Of the seven accounts listed on my homepage, only 3 are now required. Please provide the functionality to hide / remove accounts which are no longer valid and reconfigure the layout to suit a user's individual needs. i.e. by click and dragging the boxes into your own preferred layout.
4 votesThanks for sharing this idea and how the new homepage impacts your workflow.
Right now, you can:
- Use Customise homepage to add or remove whole widgets (including Bank accounts and Chart of accounts watchlist), and
- Choose which bank accounts appear in the Bank accounts widget, and which GL accounts appear in the Chart of accounts watchlist via Select/Edit accounts.
There isn’t a broader option to hide individual GL accounts across the homepage, and this isn’t on our current roadmap, so we’re moving this idea to Gaining support so others can vote and add their use cases.
While we can’t commit to a change here right now, your feedback is logged and will be considered as we continue to iterate on the new homepage experience.
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Homepage | Bills to pay - View for bills Due today
Hi we really need the homepage Bills widget to display bills due for payment TODAY.
We receive a lot of bills and we pay them on the due date.
Currently it is not easy to find bills due today among all the bills awaiting payment.
The widget displays overdue bills, it could easily show shows due today so we can easily display and pay them.
Thanks
4 votesAppreciate your feedback, and explaining how viewing bills due today from the homepage would help your business, Rick.
Right now we're watching all feedback we're getting about the new Homepage closely. We'll get a sense of the community interest for this here and share if there are any updates. Thanks
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Homepage | COA watchlist - view all selected accounts
Please put back the full Watchlist view. The idea of a watchlist is to be able to see at a glance what accounts we need to keep a watch on. It's not 'at a glance' if the list isn't in full view and we have to scroll down.
Also, please remove the advertising and banners that clutter the homepage.4 votesAppreciate the feedback, Carol. Can see how if you've selected a large list of accounts to keep on your watchlist how scrolling the widget could be frustrating.
I want to be honest that we don't have any plans for extending out this widget further atm, however we'll start to get a sense of the interest from your idea here and I'll share if there are any updates.
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AU Payroll - Add employee overview calendar to widgets
Add employee homepage calendar to main homepage as a widgets. You have no idea how many employee birthdays i have missed and that would solve that problem!!!! Sounds like an easy one
4 votesThanks for sharing your idea about better visibility of the payroll overview calendar.
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 - Show Gross Profit
Gross Profit Widget pls ASAP.
This was always the first thing I looked at on my old homepage. I love the addition of Net Profit - Thanks4 votesGreat to hear you find the Net profit or loss widget useful! We're continuing to stay close to the pulse of feedback on the homepage here, so I'll be sure to let you know if there are any plans made for adding Gross profit or loss.
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