Settings and activity
269 results found
-
35 votes
Hi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage for you.
We've reviewed your idea and 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 votes and comments about how they'd like to see this too!
Paul Howlett
supported this idea
·
-
73 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…
Paul Howlett
supported this idea
·
-
10 votes
Hi community, we've started this request to gauge specific interest in enabling staff to request access to a Client within the unified experience.
Stemming from this original idea, this isn't something we have direct plans of at this time, but our product teams are staying close to the ground on what our practices would like to see developed and will consider this in future planning. 🙏
Paul Howlett
supported this idea
·
-
16 votes
Hi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
Paul Howlett
supported this idea
·
-
49 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
An error occurred while saving the comment Paul Howlett
supported this idea
·
-
43 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
We've reviewed your idea and 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 Paul Howlett
commented
@Chery
To be """fair""" to Xero, this is a problem *all throughout* the app; it's not limited to the Files screen.
My bugbear for this is the Chart of Accounts/Trial Balance, because Xero doesn't have subaccounts:
198-1
198-10
198-11
198-2
198-3
etc...An error occurred while saving the comment Paul Howlett
commented
A small thing, but the pop up showing the changes to the Files screen has finally appeared for me, but the video is stuck loading and refuses to play.
Such a great, well made product...
EDIT: got the video to work, and played around a bit. Side note - why do I have to create a random account that I'm never going to use again to be able to comment on the video? Why can't I use my Xero account??
Why do unattached files disappear from the inbox?? Logically if I've attached them them to a transaction they will disappear from that view, fine that makes sense, but if I _unattach_ them (because I've clicked on the wrong one, for example), then it just disappears into the archive hole, even though it still needs to be 'actioned'. - I kept refreshing the screen waiting for the document to pop back up in the inbox, but it just never did.
Surely the logic should be "if not attached to a transaction OR not moved to a separate folder, then show in Inbox"...
It _does_ show up on the old 'Inbox' list when selecting a file from within a transaction. SUCH CONSISTANCY!! (with their "upcoming improvements" I'm not expecting that to last).
Paul Howlett
supported this idea
·
-
44 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment Paul Howlett
commented
WHY did you change the size of the drop area on the files screen???
If the Inbox is empty, then about half the screen is available to drop files onto (seems random...), but if there's already some files sitting in the Inbox then it's only a space slightly larger than the list of files.
So instead of the whole screen I have a small horizontal sliver to drag files onto.
DO YOU EVEN TEST THIS **** BEFORE UNLEASHING IT ON US??
Paul Howlett
supported this idea
·
-
5 votes
Appreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.
Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.
Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.
We understand our customers would like to be more involved as we…
Paul Howlett
supported this idea
·
-
9 votes
Aah I see what you mean now, and appreciate you sharing more detail, Anna.
In terms of the original idea, you can reply directly to the email update you received about the status if there is extra detail you'd like to share with the team - In this case I've merged your original idea with this one to keep the information all together.
We don't have immediate plans for this, but will keep considering how we improve their efficiency when engaging and sharing feedback. We'll track the support here and share if there are any updates. Thanks
An error occurred while saving the comment Paul Howlett
commented
I don't want more Product Ideas.
I want Xero to pull their collective fingers out and FIX THEIR SOFTWARE!!!
-
2 votes
Thanks for sharing your idea about how the experience with viewing support cases could be made better for you.
We've reviewed your idea, and 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 votes and comments about how they'd also like to see this!
Paul Howlett
supported this idea
·
-
2 votes
Thanks for sharing your idea. We appreciate you outlining how a GDPR-compliant view-only feature could support transparency for organisations like block management companies and public sector bodies.
We've reviewed your idea and 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.
Paul Howlett
supported this idea
·
-
5 votes
Thanks for sharing your suggestion for Xero. We've reviewed the proposed changes, and your idea is now officially open for community voting and comments.
Please spread the word! Share your idea with colleagues and others who would benefit, urging them to add their vote and specific feedback. Community support is the key to moving this forward.
Paul Howlett
supported this idea
·
-
11 votes
Thanks for sharing your idea about the change you'd like to see on the Fixed Assets page.
We've reviewed your idea and 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 votes and comments about how this would improve the page for them, too!
Paul Howlett
supported this idea
·
-
104 votes
Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.
While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.
To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central explains some of these options that can help with needs expressed in this conversation.
The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.
For future cases, if you're looking to…
Paul Howlett
supported this idea
·
-
4 votes
Hi Emma , thanks for sharing your feedback and idea. For tracking payable transactions (bills) by contact, we suggest using the Supplier Bill Activity Report or filtering the Account Transactions Report by contact and payable invoices. If you require setup assistance, please raise a case with our support team for guidance.Regarding the 'last active/used date' feature: This functionality is not currently available in Xero. We have moved your idea to the Gaining Support section.We encourage you to share this idea with others to help build traction for its development.
Paul Howlett
supported this idea
·
-
174 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Paul Howlett
supported this idea
·
-
31 votes
Appreciate your looking through the forums and existing ideas, Tracy.
Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.
As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when trying to assign what a user can or can't do in your organisation.
While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…
Paul Howlett
supported this idea
·
-
3 votes
Thanks for sharing your idea and what matters most to you.
We’ve reviewed it and it’s now open for the community to support! If others in your team would find this useful, feel free to share it with them.
Members can also leave comments to add detail and explain how this idea could improve their experience with Xero 😊
Paul Howlett
supported this idea
·
-
3 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Paul Howlett
supported this idea
·
-
7 votes
Is there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
Paul Howlett
supported this idea
·
YES!!!! I don't want to have to remember all my clients middle names...
And add this to the time widget as well!