Skip to content

Users & setup

Customer ideas for converting to Xero, navigation and organisation set up

Learn about the forums, how to contribute and create a good idea on Xero Central

Users & setup

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

5 results found

  1. It would be great if there was a simpler way to navigate to the Tracking Categories directly from the homepage.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Elliot, it'd be great to get more understanding of your needs here. Is there a particular reason you'd often navigate to the Tracking Category settings? If you could share a little more on your workflow to help with sharing your feedback and helping others connect with your idea here.

  2. Make "Products and services" available under Sales, Purchases, and Accounting

    Ideally you should have access to products via:

    => Sales (apply filter to show only goods you sell)
    => Purchases (apply filter to show only goods you buy)
    => Accounting (show all no filters)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. Please remove the latest update on Xero: when you copy an invoice it automatically opens a new tab on my laptop. I have more than 20 invoices to post everyday, I do not wish to have 20 tabs on my screen in the end. Not every update is a good update. When you don't have a better update, it's better to just maintain it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  4. Please add to the search function, that it can find something entered in a bill description field. Eg. We have a 14 or 30-day account with several suppliers. So on entering a bill, we enter the bill number in the Reference field. Then say we enter Shredder or Blower in the Description field.
    If several months down the track the shredder or blower is faulty, we can't find the bill easily. Have to manually open every Bunnings or Officeworks bill & look at the transaction.
    The Description field search is very valuable in Reckon. And I feel would be very…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  5. Seeing more information on the dashboard without scrolling. I do not need to see account graphs. I need to see the actual data on one screen.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Martin, thanks for your feedback. As you may have seen we're in the process of releasing a new Homepage which will be rolling out to all customers over the next few months.

    Just to check with your idea here do you happen to have this new Homepage yet or are you referring to the existing Dashboard?

  • Don't see your idea?