Settings and activity
48 results found
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307 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
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Nicole Neale
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75 votesNicole Neale
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373 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
An error occurred while saving the comment Nicole Neale
commented
Why did this even change? You never used to have to download the invoice to print it. My computer is getting filled up with downloaded invoices and packing slips that I only wanted to print.
Nicole Neale
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157 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
An error occurred while saving the comment Nicole Neale
commented
This is something that annoys me on a daily basis. Xero makes it far too easy to create a new contact by mistake. If a bill comes in and the name of the supplier is not exactly as you have saved it, it creates it's own new contact. I have over 750 archived contacts due to my accountant improperly importing contacts when it was set up and no way of getting rid of them. None of these have any transaction history. But just like every other idea here XERO DONOT CARE ABOUT ITS CUSTOMERS
An error occurred while saving the comment Nicole Neale
commented
I have hundreds of contacts that have no transaction history because the accountant who imported from my old system imported every contact I wanted twice and all the contacts I didn't want as well. I have no way of fixing their mistake. You can 'merge' contacts, but this still leaves the merged contact in archived. It does not get rid of it. What a mess! Come on Xero, do something about this. It's ridiculous that the idea to fix this problem has been here for over a decade and you have done nothing!!
Nicole Neale
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1,112 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 Nicole Neale
commented
Seriously! What was the point of the survey? You disrupted everyone's workflow to force them to give you their opinion. Then in true Xero style, you didn't listen to what they had to say and did what you had already decided anyway. Another great way to alienate your customer base. 5 stars for making us feel unheard and unworthy of making our own decisions AGAIN!
An error occurred while saving the comment Nicole Neale
commented
I work on my own so there is no security issue. It is just frustrating and wastes my time. At least have an option so people can decide for themselves whether they want to use this feature.
Nicole Neale
supported this idea
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18 votes
An error occurred while saving the comment Nicole Neale
commented
This does not look like you have 'combined' two ideas. This doesn't say anything about printing a packing slip before approving the invoice. Where exactly is the original idea?
An error occurred while saving the comment Nicole Neale
commented
To allow the sending of finished jobs to account holders. This means customers get their goods sooner and will not have to wait until all the bills come in and the invoice approved, to be sent their goods.
Nicole Neale
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44 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Nicole Neale
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42 votesNicole Neale
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214 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
An error occurred while saving the comment Nicole Neale
commented
Has there been any movement on this? We would really like to keep all the technical drawings used with each project for future reference.
Nicole Neale
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7 votes
An error occurred while saving the comment Nicole Neale
commented
It seems ridiculous that you cannot edit a note once submitted. If you make a mistake, you cannot correct it.
Nicole Neale
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82 votesNicole Neale
supported this idea
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62 votes
Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.
We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.
Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.
An error occurred while saving the comment Nicole Neale
commented
This is a critical feature. If you are not going to deliver on keeping a log of mail sent to customers, which in my opinion should be a legal requirement. At least give us the option to send these reminders to ourselves when sent to customers, so we have proof of what has been sent.
Nicole Neale
supported this idea
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422 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment Nicole Neale
commented
This is such a critical feature. The lack of it is causing so many problems. Come on Xero, why do you not listen to your customers? It's really bad customer service!
Nicole Neale
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11 votesNicole Neale
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28 votesNicole Neale
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24 votesNicole Neale
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10 votesNicole Neale
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310 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment Nicole Neale
commented
I really wish Xero would take our ideas seriously. This is something that would benefit everyone. However Xero have no current plans for it. Possibly because they are too busy making things look pretty rather than actually being functional.
Nicole Neale
supported this idea
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62 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
An error occurred while saving the comment Nicole Neale
commented
ACTIONS SPEAK LOUDER THAN WORDS. The actions of Xero taking our ideas seriously, are spoken but not shown. So many ideas have been here for years, and like many others users have stated, are still receiving votes, but nothing has been done. Xero's actions show they do not care what we think, no matter what their words say. It's all about the developers, not the people who actually use the program everyday.
Nicole Neale
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379 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Nicole Neale
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This is my feeling exactly @Marc Allinson.
"It shows either that they don’t look at this forum, or that they have a total lack of regard to our experience once we are signed up."
Once we are signed up and they are getting our money for a product that doesn't live up to our expectations, they no longer care about us and focus on recruiting more unsuspecting customers. I tell everyone who asks, not to move to Xero and also have left reviews telling other people the same. It is definitely not what it once was.