Settings and activity
10 results found
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46 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 -
20 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Donna Carter
supported this idea
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36 votes
We appreciate the time you took to share your feedback with us.
Your idea has been reviewed and is now open for community engagement. To help your suggestion gain momentum, consider sharing it with colleagues who feel the same way. We’re also inviting other members to add their insights in the comments regarding how this change would enhance their use of the platform.
Donna Carter
supported this idea
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40 votes
Hi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
Donna Carter
supported this idea
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50 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 Donna Carter
commented
I have used the files section to store scanned credit cards statements, employee contracts, and other important documents that were not necessarily related to a supplier or customer for our practice to date. Folders were set up for each thing I needed, without a problem.
I attach copies of invoices directly to bills when I enter them, so they were never in my FILES section.
Contracts or documents relating to a specific supplier/customer were saved to the supplier/customer at a contact level.Everything was all very neat and tidy.
Since the changeover, I now have 8000+ documents in this FILES ARCHIVE section as all invoices, documents etc saved to suppliers or customers have all made their way into this archive folder. Documents saved against journal entries are also coming up.
WHY????
What would I need a copy of a document saved to here for if it is attached to the actual transaction or the contact.
Another POINTLESS CHANGE that just creates headaches and more work for the end user
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34 votes
Thanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
An error occurred while saving the comment Donna Carter
commented
I too would also like to remove the stupid 90% Stripe message
Also the Analytics powered by Syft message. You can "minimise' down, but when you go into another clients file, the same message is expanded again. Between these two messages, that is almost half your screen gone on bloody advertising.I JUST WANT TO DO MY WORK, not deal with this rubbish all the time.
Allow us to close it down IF WE ARE NOT AT ALL INTERESTED (like half of the new features that we are paying for, but have not requested)
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485 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Donna Carter
commented
This 'new & improved' invoicing is so far backwards from what we currently have, i can't believe that you are still intent on forcing this abomination on to all your PAYING CLIENTELE in under a week.
To have to scroll over two pages to see the same information that I see on one at the moment. I don't need things three times the size of what they are now to be able to function through my invoicing.
It is an absolute eyesore now.And you keep telling us that you are listening to feedback....
Whose feedback?? The few users who only enter a couple of invoices a month.
How about you listen to the users who enter in multitudes on invoices EVERY DAY..... They are the ones that are most affected by these useless, time costing, changesWHAT A JOKE XERO HAS BECOME
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12 votes
An error occurred while saving the comment Donna Carter
commented
We invoice multiple jobs at once and would like the ability to be able to select the order in which they appear on the invoice. At the moment, we have to go in to "edit" the invoice and put the wrong description on each job to ensure that the invoice prints out in the order that we want.
ie: The order that they might appear/print at the moment
Company BAS - Q3
Individual return
Company BAS - Q2
Comany tax return
Individual return
Company BAS - Q4
Company accounts
Company BAS - Q1The order that we would like to appear/print
Company accounts
Comany tax return
Individual return
Individual return
Company BAS - Q1
Company BAS - Q2
Company BAS - Q3
Company BAS - Q4Surely it should be easy enough to enable moving jobs up/down on the the actual "invoice information" page
Donna Carter
supported this idea
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161 votes
Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.
For moving between pages of a list, there are a couple of other features that may be useful, such as;
- Increasing the # of items that are shown per page (available from the bottom of the page)
- On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
- Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll…
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1,347 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Donna Carter
commented
WAY TO GO XERO......
Instead of fixing this issue, you have changed the way that you update client details. Instead of amending client postal address, physical address and phone number etc on the one screen, lets put in a process that takes three times as long as you have to go into three different screens to update this information.
Why do your programmers insist on creating more problems instead of fixing that ones that we have been asking for for over 10 years......
Seriously, where is the thought process here??
Why is that when Xero updates something to apparently make our life easier, and they do the exact opposite, they then expect us to "get the community to get behind and support it" just to restore the program to the same basic functionality that we had before their "updates".
Reading through at least 30 other ideas on the community today and nearly every single one where Xero have reduced our day to day functionality, there is the same generic response from Xero (Kelly Middleton)
"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."
We should not have to get the community behind us to restore basic functionality in the program – seriously Xero, do better
You reduce the functionality in our Xero files, but you don’t reduce the price. I am sure with all of these “new and improved features’ that you keep foisting on us, the cost of subscriptions will again go up excessively again shortly (roll around the March price increases)
That being said, why is it now with the changes to the Files section, that we have an "All Archived" folder. What used to be a very useful area of Xero when dealing with our clients accounts (especially for audit related files), is now just an absolute mess with the changes made.
And by the way Kelly, drag and drop directly into a folder is an essential part of the “files’ section of Xero. We should not have to double our workload because of changes made by your programmers, that we didn’t ask for.