Settings and activity
9 results found
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1 vote
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Jacqui Dexter
shared this idea
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7 votes
Thanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment -
26 votes
An error occurred while saving the comment Jacqui Dexter
commented
Yes - we need a deleted files folder, and I can't understand why there *still* isn't one. I've accidentally deleted the wrong file when the file names are all similar many times. Giving us about 5 seconds to choose to undelete if you don't realise you're deleting the wrong file is not good enough . Oh and while I'm here... I hate hate hate the new files system in Xero. It's shockingly awful and clearly designed by someone who never has to use it on a daily basis.
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51 votesJacqui Dexter
supported this idea
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111 votes
Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.
Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.
While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.
Jacqui Dexter
supported this idea
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113 votes
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.
Jacqui Dexter
supported this idea
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An error occurred while saving the comment Jacqui Dexter
commented
I am a bookkeeper working full time on Xero for various clients. I have a couple of major irritations that I'm sure others have, and it would be awesome if they could be fixed *literally begs
1. When I perform a task, and I hit save/update/cancel/whatever to complete it, I'd like to go back to the page I started from please, not get kicked out to somewhere completely different. For example, if I go to a Contact, and need to edit a Spend Money transaction (to add a bill reference number for example), I don't want to hit Update and find myself in the Account Transactions on the bank account. I want to be back to the Contact, where I started, so I can edit another Spend Money if I need to. This happens all over Xero and I'm constantly having to navigate my way back to a page when I should already be there, it drives me nuts. I want to decide where I want to go in Xero, I don't want to be plonked somewhere I don't want to be!!!
2. Please can you add the ability to edit which bank account a Spend Money is applied to after the transaction is created. I have a client with multiple bank and credit card accounts, and they use HubDoc. They often tell me something was paid from X card, so I do the Spend Money to it in HubDoc. When the transaction then gets into the bank feed, I find it went onto Card Y instead of X but I've then got to download the file attachment and Remove & Redo the transaction on Card X's Account Transactions, then go into Card Y, create a new Spend Money transaction, upload the file and redo the transaction from scratch. If I could just edit the bank account within the Spend Money transaction and update it so it pinged across there, it'd make things so much quicker.
If any of you find yourself thinking 'Totally! 100%!' then please support this idea and maybe Xero will fix things... *dreams
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111 votes
An error occurred while saving the comment Jacqui Dexter
commented
Not quite the same request but related...
If you look at the Account Transactions tab of the bank accounts it's easy to see that a file has been attached to the transaction, which is great. Now we need the same thing, a folder icon, next to each bill/invoice/Spend/Receive on the contact card. It's really irritating having to view each transaction to see if you've attached the paperwork or not. Why is this not already a feature?
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344 votes
Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
An error occurred while saving the comment Jacqui Dexter
commented
Yes, really need this for one of my clients. The information is already there - frustrating that I can't pull a report or export a list. Pleeeease get this one adopted as soon as possible!
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670 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Jacqui Dexter
commented
I didn't know about this page until just now - the help advisor directed me here after I sent this:
Is there any way on Xero to schedule the emailing of multiple invoices? For example, when there are large contracts for work spread out across a period of months, I raise several *predated* invoices, one for each month and I send all them to the client's customer. If it was me getting them, I could easily put them in Xero with the relevant advance dates on and it would be fine. But...the client's customers want them sent in the month they are dated for. Because there may be several customers like this, I would have to keep a spreadsheet of which invoices need sending on various dates across the months, which is time consuming and a lot of extra work. The work and costs for each of the customers are different each month, so they aren't 'repeating' as such. So, my question is... I need to schedule the sending of multiple invoices in advance - is there anything in Xero that could help me with this? I've looked but can't see anything obvious, maybe there is a workaround that you know about?
The Xero response was (long story short) no, it can't be done. Scheduled email sending can be done in Outlook for Windows though, so that's what I'll be doing in the absence of an in-Xero solution.
I absolutely hate the new files system in Xero. It's shockingly awful and clearly designed by someone who never has to use it on a daily basis.
You can't just drag and drop a file into the inbox any more, it has to be positioned in the area around existing inbox files - why?
And why are saved files considered to be 'Archived' when they aren't? They are saved files in a folder.
Why can't the files section behave like a files section and have the ability to create sub-folders? For example Bank Statements>Bank>Year
The new Files has gone backwards in functionality not forwards, it looks terrible (the number of files in a folder displays vertically instead of horizontally, to name but one problem with it) and it's an extremely important part of the software to clients, bookkeepers and accountants. Needs somebody who knows what they are doing to redesign and correct the problems and SOON. Why not try asking people who use it every day what they need?
Also, we need a deleted files folder, and I can't understand why there *still* isn't one. I've accidentally deleted the wrong file when the file names are all similar many times. Giving us about 5 seconds to choose to undelete if you don't realise you're deleting the wrong file is not good enough.