47 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.
154 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,…
98 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,…
99 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
52 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.
84 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
26 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.
40 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 - Hotkeys / Keyboard shortcuts
Can we add hotkeys for frequently used functions.
For example
Search - Alt + S
Invoice - Alt + I
Dashboard - Alt + D
Bank rec - Alt + B
And etc28 votesWe appreciate some of our customers find keyboard shortcuts very useful for navigating. Thank you for sharing your interest in this with us, here.
Our product teams are aware of the interest in this here and it would be great to hear more of the specific shortcuts you'd find most useful here. We'll share any updates with you here.
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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.
27 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 | Sales - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
22 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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Navigation | Purchases - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
20 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 - 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
10 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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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.13 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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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.
14 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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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.
8 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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Navigation - Add Urgent or Priority to Projects menu
Hi Kelly, concerning projects, I have a thought or idea in seeing HOT Projects or URGENT or PRIORITY Projects in the Projects drop down just like the drop down on the Reporting button that you have Favorite Reports when you create custom reports or when you favorite some of the standard ones. Thank you, John
13 votesThanks for sharing how you can see us developing the new navigation experience to further enhance this for you.
Our product teams are taking all feedback we're receiving through the forums here into careful consideration as they keep planning their roadmaps.
We understand our customers have different needs when it comes to menu options and will share if there are any updates on this with you 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…
9 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 - 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?6 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.
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Navigation | Reporting and Accounting tabs together
As an accountant I prefer the Reporting and Accounting tabs together, under one tab as it has always been. It would slow me down, if I had to search for accounting tools/reports under different tabs.
Please keep it simple!9 votesIt's interesting to hear how our different customers find the navigation most useful for their needs. Thanks for sharing, Laszlo.
We have a close eye on all the feedback we're receiving on this new experience here in the forums and we'll get a good sens of the interest from others that'd prefer this view from your idea here.
We will share if there are any updates.
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Organisation settings - Setting to remove data 7+ years old
In NZ we are required by law to keep 7 years of records for the IRD (tax department). I make a point of destroying old financial records that are older than 7 years. Xero doesn't have a mechanism to purge old data. I see in my Xero I full record including invoices, supplier invoices and financial data back to Jan 2014.
I would like to see a system whereby old data was completely wiped, and summary starting figures created for the purged data period, say as at the start of each tax year, for me 1 April 2018 so that…
10 votesAppreciate why you'd like to remove older data from your org after a long period, Steven. Generally we don't want to be touching our customers data, and this isn't something we have plans for implementing. However, we'll get a sense of the interest from others in this here, for our product teams to consider.
Right now, if you'd like to remove older data there are a couple of options;
- You could start a new organisation from the date you'd like to keep records from, setting up the organisation with conversion balances from that date. You could also export and import information from the old org to the new one.
- Change the conversion balances in your existing org and remove older data prior to this date
- Don't see your idea?