10 results found
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Navigation | Reporting menu - Move Favourite Reports above Analytics
We use reports every day, far more often than analytics. I would prefer Favourite Reports to be above both of the Analytics sections in the Reports menu.
110 votesHi team, we really value your input and sharing back on the new navigation. We'd like to confirm as those in the beta may have already noticed - we have released a change to the order of the Reports menu!
As raised here we have moved your Favourite reports up and shifted Analytics beneath. Thanks again for your feedback and keep letting us know what else you think good improve things through Product Ideas 😊
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Navigation - Ability to Favourite Chart of Accounts page
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.
16 votesHi community, thanks for your feedback here! Chart of accounts page is now available within the Accounting menu 😊
In terms of bookmarks you may have saved, there's a chance with the change some bookmarks may have stopped working - In this scenario you should be able to bookmark the page again and it'll work in the new experience.
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Search for an Organisation in Navigation Menu
With the new Navigation menu, the Search for an Organisation will only appear once you have gone into more than four Organisations on the one day - per response from Xero Support:
"Currently, the Search option to swap between organisation only appear if you've recently accessed four or more organisation from your Xero HQ.
So, it may happen that at the start of the day you won't have the search option, but once you have accessed four or more organisation from Xero HQ you will get the Search option."Need to have the Search option available when first login -…
8 votesHi everyone, I wanted to share that our team have resolved the issue that was raised with this idea. All users should find they can view and use the Search option from the blue navigation when wanting to change organisations 😁Again, thanks for sharing with us here!
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Navigation | Search - Auto place cursor when clicked
Please make it so that the user can begin typing immediately upon pressing the Search Magnifying Glass Icon. The new Search Magnifying Glass Icon button for this prototype needs to be manually clicked on twice before anything can be typed in via keyboard due to the cursor not automatically placing itself inside the search box that pops up. This is bad.
10 votesHi team, as you may have noticed we've made an update within the new navigation, and you'll now find that your cursor will automatically default to the Search field when you click on the magnifying glass icon from the blue navigation menu. 😊
Thank you for sharing with us on this idea.
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Navigation - Projects to be it's own Menu
I would prefer Projects to remain with its own Menu dropdown on the Homepage, not included under the Sales menu. I like the introduction of the "Expenses to review" and "Recent Invoice payments", but I would prefer to see them as a sub-menu from the Homepage dropdowns, not on the homepage.
10 votesWe appreciate receiving feedback on how adding Projects to the main navigation would be useful to you.
As you may have noticed this is something our Product team paid close attention to and you'll find if you use Projects it is now its own menu on the new navigation experience.
Thanks again for sharing, and keep letting us know what other enhancements could make a difference for you on Xero Product Ideas!
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Navigation - Favourite more than 20 reports
Unlimited favourite reports on dropdown menu as previously existed.
The new dashboard only allows for 20. It's disappointing that we have less functionality in this area.2 votesHi team, pleased to share that we've had a quick turn around here. We appreciate there are some organisation's that customise and favourite multiple reports and would like these easily accessible from the Reporting menu. We have added the ability to favourite >20 reports and make these available from the Reporting menu.
While there's no limit now to the # of reports you can favourite - for ease of access we'd recommend regularly reviewing and limiting the number of reports you favourite in your organisation.
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Navigation - Rearrange Accounting Menu
Would love to see the Accounting menu split so that there are new menus for Reporting & Bank Accounts. Show under the Accounting menu all the actions (journals, fixed assets, chart of accounts, advanced accounting, plus favourites). Then a separate menu for Reporting - listing the different reporting sections Adviser, Custom, Drafts, Archived etc. plus favourites). And a separate menu for Bank Accounts (reconciliation report, bank accounts, bank rules, etc).
1 voteThanks again for your feedback through the idea here. We appreciate there are many different ways our customers feel menus and ways to navigate Xero features and products would best serve their needs.
There was lots of research behind the top level menus that you now have with Xero's new navigation experience - As requested here you'll find Reporting is now it's own menu. And, while Bank Accounts are within the Accounting menu, you'll find we've added quick options for Bank Rules, through the new Homepage which is coming soon you can quickly access reconciliation reports, manage the account, or enter transactions.
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Navigation - Remove extra step when changing organisation
For those of us that have multiple entities in Xero - Somewhere along the way an extra step (click) has been added when changing from one entity to another, you can no longer just choose your required entity from the drop-down menu (in the top left-hand corner), but now have to click on the drop-down menu and then click 'Change organisation' to show and select your entity.
Are we able to remove this unneccessary extra step (click) and have it back how it was originally?
3 votesSorry we've not rounded back to the idea here sooner, team. Testing this within our new navigation this is now working as requested here. From the organisation name you can drop down to select a recent organisation and simply click to navigate to it. If the organisation you need to hop into isn't on the immediate list you'll just want to do a quick search to look it up and click through. 🙂
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Navigation - Update the user interface
Not a major one but I feel the whole online site needs a facelift.
Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having all the programming and…
3 votesSorry we haven't returned to update you here sooner, Rebecca. As you may have noticed we have recently given our Navigation a bit of a facelift 🙂
There was a lot of research that wen into the new experience and we hope you'll find moving across different areas of Xero smoother.
You can find out more about the new navigation and what's to come soon with our new homepage experience.
We appreciate your feedback here and hope you like the changes.
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Navigation bar - Ability to bookmark most used features
Have a ribbon/menu across the top of the screen with the ability to pin a “button” that links to your most frequently used windows - eg bills to pay drafts window , or the reconcile window of the most used bank feed, or a report you run daily
1 voteHi Kristen, touching back on your idea here there are many shortcuts that enable you to navigate to the features you use most. See all the shortcuts available from Xero Central. You'll also find for Bills to pay particularly we've added the ability to set a default view 😊
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