Settings and activity
6 results found
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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. 🙂
Mike Schwede
shared this idea
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4 votes
Hi Regan, we can see how having a net cash movement line would be a real time-saver. While the bars for money coming in and going out give a good sense of activity, having that “bottom line” plotted as a trend would make it much easier to see your actual cash flow health at a glance.
At the moment, the Cash In and Out widget already shows cash in, cash out, and the difference, where a cash in net shows as a positive difference and vice versa. For a more detailed view, head to Short-term Cash Flow under the Reporting menu to explore trends and movements beyond the main dashboard.
I’ve moved this idea to Gaining Support so we can see how many in the community would find a net cash line useful. If this is something that would make your day-to-day easier, add your vote or share your experience—hearing…
An error occurred while saving the comment Mike Schwede
supported this idea
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124 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
Mike Schwede
supported this idea
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An error occurred while saving the comment Mike Schwede
commented
A list of sent quotes not yet accepted/declined quotes, sorted by sent date would be helpful with a direct "follow up" email button.
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2 votes
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. 🙂
Mike Schwede
shared this idea
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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 Mike Schwede
commented
A classic important detail: Most of our customers have a contract address which is different to the invoice address. So this is really needed.
Mike Schwede
supported this idea
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36 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
An error occurred while saving the comment Mike Schwede
commented
This is really missing
Mike Schwede
supported this idea
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Managing cash flow is crucial for business. I really like your cash flow manager. I would like to have a cash flow widget on the top of my homepage, so I always know how the next 30/60d will look like.