Settings and activity
9 results found
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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. 🙂
Kevin Holland
supported this idea
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241 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
An error occurred while saving the comment Kevin Holland
supported this idea
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An error occurred while saving the comment Kevin Holland
commented
This is such a simple thing for them to add and this request has sat here ignored for 7 years! And as evidenced below the original request is even older.
An error occurred while saving the comment Kevin Holland
commented
How is this being ignored? The idea above was floated in 2015 - such a simple obvious thing that's missing. The manual bodge I continually have to do is crazy. Come on Xero!
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Kevin Holland
supported this idea
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191 votesKevin Holland
supported this idea
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1,247 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Kevin Holland
commented
567 people are needing to flag bills and xero's response is a bland " this is not something we have plans to develop at this time." no explanation. Just basically another 2 fingers to the user. Leaving us undervalued and and uninformed. Why not add teh feature? Why not add features that have been left on these logs for 10 years!! Xero as a company are so frustrating
Kevin Holland
supported this idea
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1,104 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…An error occurred while saving the comment Kevin Holland
commented
Its utterly infuriating but Xero will not action anything - requirements and suggestions just sit idly here for years with no action. This request is 10 years old FFS!
Kevin Holland
supported this idea
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66 votesKevin Holland
supported this idea
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521 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
An error occurred while saving the comment Kevin Holland
commented
"We'll keep monitoring" is just business speak for "we're not doing anything about this and don't have any plans to".
From what I can see there's been no traction on any ideas from users on any useful features at all. All they've done since I've been a customer is revamp the UI which nobody asked for. Its exasperating. Must feature requests are so simple and easy to implement and yet they do nothing.
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14 votesKevin Holland
shared this idea
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9 years later this simple and critical feature remains unactioned - its surely less than an afternoons work to just make this feature work!!!