Settings and activity
11 results found
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31 votes
Clare Tayler
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62 votesClare Tayler
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46 votesClare Tayler
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184 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Clare Tayler
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143 votes
Hi everyone, thank you for all your feedback into this idea. We appreciate the change takes a bit of getting used to, but we also understand and are concentrating on changes we can make to help condense and improve this for you all. For the time being we'll move this to working on it and I'll come back to share when we have further updates.
An error occurred while saving the comment Clare Tayler
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83 votesClare Tayler
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79 votesClare Tayler
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149 votesClare Tayler
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228 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Clare Tayler
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42 votes
An error occurred while saving the comment Clare Tayler
commented
Please can you have a 'known as' box in the employee name details. So many people don't use their given first name day to day. E.g. workers from other countries, (e.g. China, Hong Kong, (who often choose to use an anglicised name), and others that use a shortened version of their name which does not begin with the same letter as their first name, (e.g. Catherine & Kate, Rebecca & Becky), or those who go by their second name.
Basically, this simple addition would save so much time searching for people in payroll, where the user basically has to know and remember to look for the individuals official names (which have to be used for HMRC purposes) in the employee list.
Not having this feature could easily lead to errors in adjusting the wrong (but similarly surnamed) employee.Clare Tayler
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14 votes
An error occurred while saving the comment Clare Tayler
commented
Yes please! I have to change the order every time I go into an account this way, as who really wants to look at transactions from years ago! If I'm looking at the account it's because I'm looking for recent transactions. Please can you change the default to be recent transactions first, it would be much more intuitive and save lots of time and frustration! Thank You!
Clare Tayler
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I often need to work with Xero sized at half a screen (ie. with another window alongside, e.g. emails of invoice requests), this is going to be very difficult/ incredibly annoying, when new invoicing takes up the whole screen, Or (in half size) you have to scroll side to side all the time to see all the columns.
Classic invoicing manages fine to shrink down to half page size, please can you do this in new invoicing? I also just don't like everything being so massive and spread out on the page, it looks like it's the kids (& beta) version or something(!)
Please help - thanks!