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

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5 results found

  1. Navigation - Freeze bar at the top of the page to save scrolling

    Can the main pull down bar (Dashboard, Business, Accounting, Projects, Contacts) be fixed at the top of the page? When viewing a screen that has 100 or more lines, it would be a lot more convenient to have immediate access to this than having to scroll all the way back up.

    265 votes

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    72 comments  ·  Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

  2. Demo Company - Clear ALL, don't reset, optional data reload and cloning

    This idea has been raised again and again but XERO isn't listening!!!

    The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.

    It's VERY simple to achieve a very useful and flexible feature, by....
    1) Be able to clear all the data in the Demo Company
    2) Make the 30 day reload of useless data optional
    3) Enable cloning of an existing organisation

    We need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…

    21 votes

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    5 comments  ·  Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing this idea and engaging with us on this in Xero Product Ideas.

    We can see the value in making the demo company more practical for testing, especially in being able to have greater control over clearing data, managing resets, and using a more relevant set of information to validate changes with confidence.

    We have intentions of developing this area, and while this specific idea's not been roadmapped at this time, it's been highlighted and will be carried forward for thoughtful consideration in product planning.

    If there are any updates we'll be sure to share with you all here.

  3. Email Settings - Ability to have separate reply-to email address

    Ability to have separate ‘Reply-to’ email addresses within the same Xero organisation.

    Purpose: Users can easily change the email address that they’d like to use when sending email from Xero, rather than having to go through settings to change it.

    382 votes

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    106 comments  ·  Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.

    We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.

    We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.

    This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.

    For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks

  4. Navigation - Return to previous screen after viewing/editing a transaction

    Ability to return to the previous screen after the user edited a transaction.

    Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.

    120 votes

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    45 comments  ·  Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.

    We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.

    We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.

  5. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    Ability to copy/duplicate details into Demo Company.

    Purpose: To easily test any changes in the Demo Company rather than implementing it directly into ‘Live Xero organisation’.

    63 votes

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    26 comments  ·  Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your support and sharing here and want to apologise we haven't responded on this idea before now.

    We understand there are opportunities to improve the demo company and provide customers with more flexibility and simplicity in being able to test more thoroughly using the setup and structure of their own organisation, rather than needing to recreate this manually in a separate environment.

    This is an area we can see value in evolving, and although this specific capability isn't currently on the roadmap, it's been noted and will remain part of future product planning conversations.

    We'll make sure to share any news around this with you all, here.

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