Settings and activity
26 results found
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4 votes
Michelle Stephens Byrne
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25 votesMichelle Stephens Byrne
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10 votesMichelle Stephens Byrne
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13 votesMichelle Stephens Byrne
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788 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment Michelle Stephens Byrne
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7 votes
An error occurred while saving the comment Michelle Stephens Byrne
commented
When a customer overpays an invoice the receipt does not show the full amount received, only the amount allocated to the Invoice. Can you please allow full amount paid to be on the receipt!
Michelle Stephens Byrne
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59 votesMichelle Stephens Byrne
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111 votesMichelle Stephens Byrne
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185 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
Michelle Stephens Byrne
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192 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Michelle Stephens Byrne
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Michelle Stephens Byrne
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313 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
Michelle Stephens Byrne
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403 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 'Edit homepage' 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
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258 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 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...
An error occurred while saving the comment Michelle Stephens Byrne
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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
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An error occurred while saving the comment Michelle Stephens Byrne
commented
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
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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
commented
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
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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
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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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5 votes
An error occurred while saving the comment Michelle Stephens Byrne
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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
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247 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
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1,146 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
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760 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Michelle Stephens Byrne
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88 votesMichelle Stephens Byrne
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663 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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Was there something wrong with the original? Where users complaining?.... I obviously missed all this in the comments