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55 results found
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105 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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.
Panagiotis Lysikatos
supported this idea
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213 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Panagiotis Lysikatos
supported this idea
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63 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
https://productideas.xero.com/forums/967115/suggestions/46226353 https://productideas.xero.com/forums/967115/suggestions/45972505
Panagiotis Lysikatos
supported this idea
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787 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment Panagiotis Lysikatos
supported this idea
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Panagiotis Lysikatos
supported this idea
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185 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…
Panagiotis Lysikatos
supported this idea
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449 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Panagiotis Lysikatos
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77 votesPanagiotis Lysikatos
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102 votesPanagiotis Lysikatos
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18 votesPanagiotis Lysikatos
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50 votesPanagiotis Lysikatos
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30 votes
Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
Panagiotis Lysikatos
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56 votesPanagiotis Lysikatos
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41 votesPanagiotis Lysikatos
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26 votesPanagiotis Lysikatos
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32 votes
Hi everyone, thanks for engaging and sharing how this feature could improve your experience using Xero. I'm happy to announce that we have rolled out a new invoice template editor which is currently available to AU, UK, US and NZ organisations.
This new experience allows you to easily upload your business logo, auto applies your branded colouring and has simple tools to customise the look of your invoices, with an easy side by side view to see what a change will look like!
Get in and have a try if you haven't already, I'll round back to confirm once this live to all regions. 😊
Panagiotis Lysikatos
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42 votesPanagiotis Lysikatos
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50 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Panagiotis Lysikatos
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51 votesPanagiotis Lysikatos
supported this idea
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60 votes
Hi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
Panagiotis Lysikatos
supported this idea
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I have to say, Xero has really outdone itself with another “improvement” in such a short time — this time on the new homepage. Gone are the days of boring, functional dashboards where you could actually see all your bank accounts in one simple vertical list. Now, thanks to the generous use of whitespace and sprawling widgets, I get to play hide-and-seek with my own bank balances every day — nothing screams productivity like scrolling for three minutes just to find what used to fit on one screen.
The Bank Accounts widget is particularly impressive. It refuses to be constrained to a single column, spreading itself across the page in a bold statement of design freedom. It’s almost as if Xero thought, “Why make bank accounts easy to scan when we can make users feel like explorers in a vast landscape of empty space?”
And the customisation! What a joy. You can rearrange widgets — as long as you do it exactly the way Xero wants you to. Truly “fully customisable,” in the sense that freedom exists within very tight boundaries. Want your homepage to work like the old dashboard? Ha. Good luck. Why would anyone even think of such a thing?
And the charts! My goodness, the charts. So large, so colourful, so… utterly unnecessary for anyone who spends their day reconciling transactions. But hey, at least the homepage now looks like a modern art gallery — nothing says “efficient accounting workflow” like a giant profit graph you have to scroll past to reconcile a bank account.
I eagerly await the next “improvement.” Who it will help remains a mystery. But one thing is certain: every change is clearly designed, implemented, and fully tested to make things work so much better. For someone. Somewhere. Possibly.
In short: if you enjoy hide-and-seek, scrolling marathons, widgets that pretend to be customisable but aren’t, and admiring charts instead of doing your job, this homepage is for you. For the rest of us mere mortals, it’s a brave new world of unnecessary changes for the sake of unnecessary changes.