Settings and activity
27 results found
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67 votes
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
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Jen Heath
supported this idea
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47 votes
Appreciate the feedback, Douglas and this would be good to get a sense of the interest from others around.
As you've noted the new Homepage is responsive and will auto adjust up to 4 widgets wide based on your device and computer and browsing zoom options.
We don't have any plans around enabling user based customisations to this layout but lets start by getting a gauge from community in this here 🙂
An error occurred while saving the comment Jen Heath
commented
I agree with Heather's comments - I customised my homepage on a 3-wide monitor, and I'm now looking at it on a 4-wide monitor which I use once per week and it is completely different and nowhere near organised the way I originally intended.
The ability to either set a column, or 'lock' a homepage view once you have set it up (eg within my own file, having a locked view for '3 column' and '4 column' so that I can set each separately or stick to 3 column only if preferred) would be fantastic.
Jen Heath
supported this idea
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66 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Jen Heath
supported this idea
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81 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
An error occurred while saving the comment Jen Heath
commented
To add to this, as well as just GST, perhaps a widget allowing you to add/toggle the various liability accounts that contribute to total BAS debt (eg PAYG Withholding, GST etc) or a widget that draws in the total figure from the current period activity statement in draft form and links to that activity statement for review.
Jen Heath
supported this idea
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96 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Jen Heath
supported this idea
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198 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Jen Heath
supported this idea
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304 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
Jen Heath
supported this idea
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228 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Jen Heath
supported this idea
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4 votes
Thanks for submitting your idea and detailing the changes you're looking for!
We've reviewed your suggestion, and it's now open for community support and feedback. The next step is to get your colleagues involved! Encourage them to vote and comment—the more input we receive, the clearer the benefit is for everyone
Jen Heath
shared this idea
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9 votes
Thanks for sharing your idea regarding paid and unpaid leave allocation, we love hearing the ideas that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jen Heath
supported this idea
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2 votes
An error occurred while saving the comment Jen Heath
commented
I accidentally claimed 0% of my clients five-figure investment management fees and had to amend the next year, feeling like a peanut!
Jen Heath
shared this idea
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5 votes
Thanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.
If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).
Being upfront this is not behavior that we're looking to change in the near future.
An error occurred while saving the comment Jen Heath
commented
I note this issue also occurs in Firefox. Xero has advised that the issue has to be solved at the browser level so we may be hard out of luck, but perhaps Xero's dev team could ensure the PDF preview process is operating as efficiently as possible, or find a way to 'work around' these browser issues.
Jen Heath
supported this idea
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2 votes
An error occurred while saving the comment Jen Heath
commented
Surprised this doesn't have more votes - every time I enter a rental schedule on an AU individual tax return, I'm left opening last year's PDF tax return to review exactly which line-items I entered last year. For eg 'council rates' where I'm entering a single total, I shouldn't need to add a schedule line just so I can guarantee I'll catch it and compare to it next year.
Jen Heath
supported this idea
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212 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Jen Heath
commented
I can only further agree with the existing comments. As a start, I cannot believe that the Organisation Settings even have a field that is called 'legal / trading name' given that legal name and trading name are two completely separate things.
Someone in the Dev team has decided to draw on this thinking it's a 'trading name' when for various requirements, the entity's legal name does have to be in this field, and as a result this is causing major issues.
Surely the simple fix, which is required immediately, would just be deleting this legal name header from the top of the e-mail template entirely (given we can't edit it in any way) and only reinstating it when it is either editable or when the organisation settings are flexible enough to allow for multiple trading names.
Jen Heath
supported this idea
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299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Jen Heath
supported this idea
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24 votes
An error occurred while saving the comment Jen Heath
commented
This option would be fantastic, and I'm always amazed when it turns out 'contains' is not matched with 'does not contain'.
As an example, many tradies often buy fuel from 'BP' in various suburbs. However, many tradies also make payments labelled 'BPay'. Being able to set up a rule that 'contains "BP" and does not contain "BPay"' would be amazing.
Jen Heath
supported this idea
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4 votes
Thank you for your contribution and support on the idea. We understand that the ability to easily save and close in one click would benefit your workflows, however to be upfront we don't have direct plans for making this change within the payslip in the foreseeable future.
We appreciate this is not the news you’d hope to hear, but we'd like to be open and transparent with you on this, here.
Jen Heath
shared this idea
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23 votesJen Heath
supported this idea
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110 votesJen Heath
supported this idea
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An error occurred while saving the comment Jen Heath
commented
Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.
I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".
Similarly, my agent mobile number is flowing through to the return, instead of the client's mobile number (which is what the ATO actually wants to have shown). The client's e-mail address similarly does not flow through from their client listing to their return.
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34 votesJen Heath
supported this idea
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I think this idea is the same as my idea, which is to allow advisors to create a homepage view, and then 'publish' it to the client as their default view.
Some of the default widgets or inclusions would confuse some of my less tech savvy clients, and they would not necessarily have the time, interest or ability to customise their own homepage view - however if I could complete this customisation for them as a one-off job and then push that view out to them, I can talk them through our chosen layout, including the value-adds and the way I've set it up to be as simple as possible for them.