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26 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Michelle Stephens Byrne
shared this idea
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48 votesMichelle Stephens Byrne
supported this idea
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91 votesMichelle Stephens Byrne
supported this idea
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362 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Michelle Stephens Byrne
supported this idea
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24 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 🙂
Michelle Stephens Byrne
supported this idea
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120 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Michelle Stephens Byrne
supported this idea
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160 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.
Michelle Stephens Byrne
supported this idea
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192 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
Michelle Stephens Byrne
supported this idea
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238 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…
Michelle Stephens Byrne
supported this idea
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196 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. 🙂
Michelle Stephens Byrne
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Michelle Stephens Byrne
shared this idea
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242 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
An error occurred while saving the comment An error occurred while saving the comment Michelle Stephens Byrne
commented
What's the point of being able to create Contact Groups for Invoicing but not able to use the same Conact Group to send monthly Statements?????
An error occurred while saving the comment Michelle Stephens Byrne
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Totally agree, this would make such a huge improvement meaning not having to manually select contacts
An error occurred while saving the comment Michelle Stephens Byrne
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Commented on this previously, can't believe it's even an issue!!!
Michelle Stephens Byrne
supported this idea
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An error occurred while saving the comment Michelle Stephens Byrne
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Xero, surely this is something that can be easily done and would make a huge difference when identifying customer groups for sending out monthly statements
An error occurred while saving the comment Michelle Stephens Byrne
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again, Critical....
An error occurred while saving the comment Michelle Stephens Byrne
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I have customer contracts in different groups - I have to go into contacts and manually tick each contact I identify as being in the relevant group. How simple it would be if you could select each of the contact groups to send statements to .....doesn't seem like this would be a huge effort from Xero tech team to put in place :(
An error occurred while saving the comment Michelle Stephens Byrne
commented
Posting a request again for this feature as it is important that Xero listen to their users and add this as an option.
An error occurred while saving the comment Michelle Stephens Byrne
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Exactly. I don't know how many times this needs to be highlighted before Xero acts on creating this feature. Should have been available as a standard feature. You can create and send Invoices by Contact Group so why not create Statements by Contact Group?
An error occurred while saving the comment Michelle Stephens Byrne
commented
I already commented on this request but yes, as it is something that should have been sorted and should now be an option I decided to add another comment. Come on XERO, listen and respond please.
An error occurred while saving the comment Michelle Stephens Byrne
commented
Yes, this is a must. Xero allows you to create Contact Groups - this I find very useful when creating Invoices but when you want to send Statements to a Contact Group this is not an option!!
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3 votes
An error occurred while saving the comment Michelle Stephens Byrne
commented
Xero, please remove all the unnecessay open windows. We can choose to open a new window if need be by using the right click option!!
Michelle Stephens Byrne
supported this idea
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240 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Michelle Stephens Byrne
supported this idea
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783 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Michelle Stephens Byrne
supported this idea
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645 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Michelle Stephens Byrne
commented
Remember in the new development to add the option to send Customer Statements to a selected 'Group' - this should have been developed as a matter of priortiy. So ridiculous that this is not a standard option!
Michelle Stephens Byrne
supported this idea
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103 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
Michelle Stephens Byrne
supported this idea
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730 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Michelle Stephens Byrne
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84 votesMichelle Stephens Byrne
supported this idea
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624 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Michelle Stephens Byrne
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Been asking for this for a while now....don't understand why it hasn't been created by Xero techies...