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2 results found

  1. Amend the Dashboard for Expenses and recent invoice payments to reflect recent payments

    Both the expenses tile and recent invoice payment tiles show an overstated liability.

    The attached screenshot (20080236) shows an invoice which has been part paid and only has a balance to pay of £500, yet the full amount of the invoice is displayed.
    It also shows (20081413) an expenses claim which has had £200 paid and again the full amount is showing as being due.

    Not sure if I have duplicated this issue so would be grateful if you could check - thank you

    1 vote

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    0 comments  ·  Navigation  ·  Admin →
    Existing functionality  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there, thanks for reaching out! I've looked into this for you.


    The Dashboard tiles are currently designed to show the total invoice amount for any item that remains "Awaiting Payment."


    However, I can see how seeing the remaining balance would be more helpful for your quick-glance liability.


    Because you can already view accurate, remaining balances by clicking into Business > Invoices or Bills to pay, I’ve classified this as Existing Functionality.


    That said, I will share your feedback with the design team regarding how partial payments are represented on the main Dashboard summary.


  2. Navigation - Restore Organisation Name

    Expand the field to the right of Xero (top left) to show more than 2 letters for the active organisation.
    In the Home view, I can see the company name (below Xero), but not in other views.
    It would be so much clearer!

    1 vote

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    0 comments  ·  Navigation  ·  Admin →
    Existing functionality  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi Karen, thanks for sharing your feedback about this.

    How the organisation's name (or it's initials) are displayed, will change depending on how 'zoomed in' your screen is.

    for example, if you ensure your browser is maximised to take the full width of your screen, this will usually do the trick. Otherwise, you can usually zoom the screen out a little (on a PC, hold the Ctrl key and scroll the mouse up and down to experiment with this).

    If you need an extra hand with this, you can raise a case with our Xero Support specialists, who'll be happy to check it out with you. 😊

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