Skip to content
← Share and support customer ideas for Xero

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

(thinking…)

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

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

3 results found

  1. Navigation

    Please put the search widget on the top line - at the moment we have to click on the search icon then click on the search "bar" to begin searching. It would be so much easier and quicker to get to that stage in one.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Navigation  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Christopher, when initially released there was the need to click in the search field to begin typing once you clicked the Search 'magnifying glass' icon. However, our product team improved this so now when you click the magnifying glass for Search in the navigation your cursor will default to the search field so you can get straight into typing - You can see my update for this here

    If you're experiencing different behaviour, I'd recommend raising a case with our specialists at Xero Support through Xero Central so we can have a closer look into this for you. Thanks

  2. Access Journal Report from dashboard

    On the "Tax and reporting" box on the Dashboard, could we please be able to link to the Journal Report from here as well?

    That's all. Simple :)

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Navigation  ·  Admin →

  3. Jax - Invoice Due Date

    JAX currently does not pull the customers due date from the customers file. Because that feature isn't live yet, JAX doesn't help our organization to be able to use JAX to create invoices. I wanted to bring it to your attention in the hopes your product team is working on it. You may already be working on it, I just didn't see it listed anywhere.

    Our customers have different invoice due dates depending on how their account is setup. Because of this, we would have to look up each due date for the customer and manually change it. It would…

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Navigation  ·  Admin →
    Existing functionality  ·  AdminHaroon Subhani (Admin, Xero) responded

    Hi Brandy! Did you know it's already possible to do this in Xero via JAX?

    To get JAX to automatically use your contacts’ default due dates, simply prompt it once to apply the default dates set in each contact’s profile.

    From then on, JAX will create draft invoices that use those contacts’ specific due dates.

    If you’d like an extra hand setting this up, you can raise a case with our Xero Support specialists 😊

    To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks

  • Don't see your idea?