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
Pearl Weinberger
shared this idea
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Cheryl Edgtton
commented
A different idea to a favourites menu is to have the menu items open the pages we want rather than ones we don't! For example, when you select Bills, it opens all the bills - who wants that? Then we have to click again to get to the one we all want - "AWAITING PAYMENT". Just have the bills menu item open it so we don't have to click twice.
Same with purchase orders - why would I want to see all of them - I want to see the ones that are approved so that I can turn them into bills, you're wasting my time again!!
Again, Invoices - opens all invoices. On the rare occasion I am looking for all invoices, I would be happy to click the second time to see all of them. But when you are working, the ones you want to see are the ones that are AWAITING PAYMENT?Simply thinking about how the product is used day-to-day would solve these issues and save us all time. Also a search field on the menu bar would be handy to save time when you are looking for an individual contact. It is very clunky when you are entering more than one contact at a time and there are a lot of clicks to go through to search for one contact.
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Zuzana Hopton
commented
XERO please bring this back! We run countless reports daily, this takes so much longer
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Boruch Baker
commented
Yes! It's really annoying now without this feature.
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Alex Woods
commented
YES!! Pleeeeease bring back the ability to add financial settings as a Favourite!! I have to unlock previoius periods quite often for jrnls or text adjustments. It takes way too many clicks to get to financial settings now.
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Debbie Savill
commented
Yes, please bring this back. Report codes, financial settings for lock periods, all now take more clicks and navigation to find than previously when we could favourite them to the drop down menu prior to the update.
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Shawn O'Grady
commented
The “Favourite” feature in the Reporting section is excellent, please consider expanding this to other dropdowns or sections across the platform.
This could help address the long-standing need for sub-menu shortcuts or easier navigation, especially for commonly used tools like Repeating Invoices or the Chart of Accounts.
Note: historically, I’ve used browser bookmarks as a workaround for this. However, recent updates seem to have made these bookmarks unreliable, some now fail to link correctly, and this issue appears to be getting worse. I fear with this update It may no longer be viable to rely on bookmarks as quick links.