Settings and activity
64 results found
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10 votes
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Sarah Jacobs
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196 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed. Plus the import and export format for the account names & codes column should match the other reports' naming convention so that if we are using other reports, then we don't have to reformat this column before we import!
Budget manager naming convention = account name (account code)
Profit and loss naming convention = account code - account name.
Why are these different? Xero should have a standard naming convention across it's whole functionality.
This causes unnecessary work and is inefficient.Sarah Jacobs
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48 votesSarah Jacobs
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29 votes
An error occurred while saving the comment Sarah Jacobs
commented
We all use Xero for our jobs and it's time consuming to keep having to vote and comment on product ideas and raise cases for basic functionality like this. Xero needs to really think about these small tweaks that will make using Xero as efficient as possible.
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11 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
An error occurred while saving the comment Sarah Jacobs
commented
The raise support screen has heaps of white space between sections, but the 'tell us what happened' box is TINY only allowing 2 rows to be shown at once, and makes it difficult to copy and paste text into, or edit once text is already entered. Also, I have to zoom to 67% to see the whole support case, which is unreadable. I already use a 27" screen and wear reading glasses, so need better accessability in this screen.
An error occurred while saving the comment Sarah Jacobs
commented
When adding or editing a new item in product and services, if a purchase account or sales account is text wrapped (which is likely as this field is wrapped after 18 characters), then you have to scroll to save which is inefficient. Again I have this screen zoomed to 90%, wear glasses and use a 27" screen so can't zoom to 80%. There is such a lot of wasted space on this screen with huge gaps beneath fields. Plus the cost price and sell price field is an excessive amount of characters wide. These could be made narrower so that the purchase and sales account fields could be made wider.
An error occurred while saving the comment Sarah Jacobs
commented
In the bank reconciliation when matching a bank transaction there is a lot of wasted space at the top of the screen which means that, even if I've zoomed to 90% , I have to scroll to the bottom to see 2. View your selected transactions & 3. The sum of your selected transactions and select the 'reconcile' button. If I zoom to 80% then some of the font sizes on the screen are too tiny to read (ie spent, received, options, match, split etc) This screen is inefficient. Users should be able to match one transaction without scrolling to the bottom of the screen. Some users reconcile 100's of transactions and need to be able to use this screen more efficiently.
I suggest moving some of the items that take up a lot of real estate on the page such as the 'whats's this prompts
An error occurred while saving the comment Sarah Jacobs
commented
The EOFY STP finalisation page doesn't fit on one page. and causes inefficiencies by unnecessary scrolling. I have already set my zoom to 90% and can't set it any smaller otherwise I can't read anything. I use a 27" screen and already have reading glasses, so can't adjust any further. I can't zoom to less than 90% otherwise I won't be able to read other fonts on other pages in Xero. I am using Chrome.
An error occurred while saving the comment Sarah Jacobs
commented
The STP filing page for payroll doesn't fit on one page and causes inefficiencies by unnecessary scrolling. I have already set my zoom to 90% and can't set it any smaller otherwise I can't read anything. I use a 27" screen and already have reading glasses, so can't adjust any further. I can't zoom to less than 90% otherwise I won't be able to read other fonts on other pages in Xero. I am using Chrome.
There is no reason why the paragraphs in the 'authorisation to file' section have such narrow margins, especially as the 'new information' section has wide margins. Please standardise the sections so they are easier to read.
Please make the 'authorisation to file' section have wider margins so the text can fit over fewer rows. Come on Xero, you need to do some proper user testing to ensure that simple issues like this are resolved before being released.
I've reported this in Xero Central and they said to add it as a product idea.Sarah Jacobs
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3 votesSarah Jacobs
shared this idea
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5 votesSarah Jacobs
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10 votesSarah Jacobs
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22 votesSarah Jacobs
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334 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Sarah Jacobs
commented
Agreed
Sarah Jacobs
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
An error occurred while saving the comment Sarah Jacobs
commented
I can't find the save button either
An error occurred while saving the comment Sarah Jacobs
commented
Product development needs to focus on how efficient they have made the new screens. Unnecessary scrolling is inefficient. Please try to think of the user when developing positioning for placement of buttons.
Sarah Jacobs
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391 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment Sarah Jacobs
commented
Please make the default APPROVE
An error occurred while saving the comment Sarah Jacobs
commented
Need Approve to the be the default. We always approve first, then send later.
Sarah Jacobs
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100 votes
An error occurred while saving the comment Sarah Jacobs
commented
Yes, date column is needed. Also, having the employee name in the row is also very important
Sarah Jacobs
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21 votes
An error occurred while saving the comment Sarah Jacobs
commented
when I search for 'Telstra', transactions dating back to 2013 are deemed more relevant than transactions in 2024 because the contact name and the reference were both entered as 'Telstra'. This needs to be addressed please. Records from 2013 with 'Telstra' in both the contact name and the reference field are not more relevant than records with Telstra in only one field but from 2024.
An error occurred while saving the comment Sarah Jacobs
commented
When I use the Xero search function magnifying glass, it is not returning the most relevant records. For example, when I type 'water', the search function only returns bills from Sydney Water, but
1. fails to return any contacts with 'water' in their name,
2. doesn't sort the bills from Sydney water in any logical order, where it should be returning the results in descending date order.See screenshots showing Sydney water bills in an illogical order and showing a contact name which begins with 'Water'
An error occurred while saving the comment Sarah Jacobs
commented
I've been told by Xero support that the global search function errors are in fact product ideas and I should put my results here.
'Hi Sarah
Thanks for sending over your examples, we've noted this as well.
We’re currently unable to provide a timeframe as to when any changes may be made, however it will be taken into consideration for future developments.
We would also recommend adding your thoughts to the Product Ideas link below, as this is another way to get requests in front of our product team.
Xero Product Ideas: Global Search - Sort results by Date, Total, or Status
Kind regards
Delia'
Sarah Jacobs
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13 votesSarah Jacobs
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400 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
An error occurred while saving the comment Sarah Jacobs
commented
Also I don't want 'approve and email' to be my default option. I want to just approve invoices, then email them later.
Sarah Jacobs
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13 votesSarah Jacobs
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298 votes
An error occurred while saving the comment Sarah Jacobs
commented
And do we need to use up a whole row to for the 'sent' box to be shown - what a waste of space causing more scrolling. Surely it can be put at the top next to the status 'awaiting payment'
Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
Agreed - being forced to click any more than the current method is an inefficiency that needs to be removed.
There now seems to be 2 sections in new invoicing where you have to action in order to attach a document when emailing invoices:
1. Attach files - in the invoice edit screen, rather than just drag and drop attachments onto the invoice, you now have to open the 'attach files section' and click on 'send with invoice'
2. Email - you are forced to click 'attach files to email' again, even though I've already clicked 'send with invoice'
Also this section is unclear - if there's more than one attachment, does it send all attachments?2.
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310 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
An error occurred while saving the comment Sarah Jacobs
commented
Agreed - being forced to use a mouse to use a dropdown calendar is an inefficiency compared to using a keyboard to type dates.
Sarah Jacobs
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31 votesSarah Jacobs
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The documents no longer display the date they were added like they did in classic invoicing. The date also doesn't show in the history section so there's no way of knowing when documents were added.
When you have multiple people working on the same organisation you need to be able to clearly see things like this.