Settings and activity
6 results found
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86 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?
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Jill Sisson
commented
Previously, the inbox acted as a clear, actionable list of files needing attention - making workflow straightforward. Now, with the beta, you have to move files to categorised archives to have any chance of finding them again. But these archive files become harder to use the more you add. All this adds extra steps and makes it harder to keep track of which files are current or need action. One example of this when handling monthly statements from suppliers, which just need to be uploaded from library to their file tab, not attached to a transaction. This used to be easy - select from whatever is still in the inbox. Now selection has to be made from archive - the files beta means more manual organisation and more trawling through files.
Jill Sisson
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. 🙂
Jill Sisson
shared this idea
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95 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.
Jill Sisson
supported this idea
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30 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.
Jill Sisson
supported this idea
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1,104 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Jill Sisson
supported this idea
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322 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
Jill Sisson
supported this idea
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Previously, the inbox acted as a clear, actionable list of files needing attention - making workflow straightforward. Now, with the beta, you have to move files to categorised archives to have any chance of finding them again. But these archive files become harder to use the more you add. All this adds extra steps and makes it harder to keep track of which files are current or need action. One example of this when handling monthly statements from suppliers, which just need to be uploaded from library to their file tab, not attached to a transaction. This used to be easy - select from whatever is still in the inbox. Now selection has to be made from archive - the files beta means more manual organisation and more trawling through files. I don't want to archive something I haven't dealt with before I can deal with it, and have it disappear into everything I have ever dropped into Xero over the last 11years :(