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1273 results found
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28 votes
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to…
Freya Pieroz
supported this idea
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50 votes
Thank you to everyone that's joined and shared feedback on our new homepage experience, here. Continuing to review and take this on board our team are working on some updates to the Invoices owed to you and Bills to pay widgets.
The intention is to offer more flexibility in the size of these widgets with the ability to reduce and remove the graph from showing.
I'll come back to share more as this progresses.
Freya Pieroz
supported this idea
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71 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Freya Pieroz
supported this idea
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355 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
I would dearly love to be able to resize either the line item font size or the size of the widget for the chart of accounts widget, so that I no longer have the names of accounts wrapping over two or three lines.
Actually, I'd like to be able to resize the fonts throughout the entire thing so that the headers within tables aren't tiny compared to the table contents (which makes the table more functional and is a basic design principle) and change the colour of certain things to something more user-friendly but everything new in recent years has been programmed without basic user-interface design principles (such as keeping the number of variations of font, font size, and font colour to a minimum) in favour of 'pretty' things that are unusable if you have any kind of Accessibility requirement. So I don't think Xero wants me or my clients to pay them money.
Freya Pieroz
supported this idea
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665 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Freya Pieroz
commented
I have clients who autoforward all emails from their business's general accounts email inbox to the Xero inbox. This includes, for example, a travel reimbursement request with up to twenty attachments with supporting documentation (receipts), which both needs to be attached to the bill AND to the invoice when they on-bill the cost to their customer.
The only way to do this is to download... each... file... separately... to then be uploaded to also be attached to the second type of transaction, and in the new inbox, we can't go from one file to the next, we have to click on each file in order to be able to click on the itty bitty download button. I'd use tab to switch between files, but you have to tab through the entire list of files and then through the file manipulation buttons to get to the download button, and then through the entire document, menu bar, and then the list of files again to get to the next file, which is an absolute waste of my time.
An error occurred while saving the comment Freya Pieroz
commented
Here's a screenshot of what downloading each. Individual. File. Separately. looks like right now when using Xero in Chrome. As you can see, the list of downloaded files in the browser covers the navigation buttons, rendering this unnavigable.
Unless you have the time to wait for the dropdown to time-out, which when I'm downloading timesheets for payroll (since holding on to timesheets is required by law, and they can't be attached to pays) I very much do NOT have that time!
Freya Pieroz
supported this idea
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58 votesFreya Pieroz
supported this idea
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139 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
Freya Pieroz
supported this idea
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15 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Freya Pieroz
supported this idea
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1 vote
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 🙂
Freya Pieroz
shared this idea
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101 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
Freya Pieroz
supported this idea
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1 vote
Hi Freya, thanks for your feedback regarding the Assurance Dashboard. You’ve highlighted an important point about how archived and merged contacts are still being flagged.
We’ve moved your suggestion to Gaining Support, meaning it’s now live for community voting. This allows us to monitor the idea's momentum and better understand its impact on our users.
To clear the flag manually, you can briefly restore the contact, update the bank account details by adding a number to it, and archive it again. While we understand this isn't an ideal solution, it will resolve the immediate display issue. If you have any other questions, our support team is always here to help.
Freya Pieroz
shared this idea
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36 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
Freya Pieroz
supported this idea
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129 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…
Freya Pieroz
supported this idea
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16 votes
Hi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
Freya Pieroz
supported this idea
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29 votesFreya Pieroz
supported this idea
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22 votesFreya Pieroz
supported this idea
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4 votes
Appreciate your feedback on the beta experience, Sarah. We'll start to get a sense of the interest from the idea here and I'll be sure to share if there are any updates planned for notification of permission changes.
Freya Pieroz
supported this idea
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15 votes
We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
Freya Pieroz
supported this idea
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7 votes
Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
An error occurred while saving the comment Freya Pieroz
commented
When I change the default font size on my browser, the new homepage changes the size of widget headings and table column headings, but not the content. This means that I have to change my preferences for all webpages from what works for me everywhere but on Xero pages to what makes Xero usable (and everywhere else unusable). Gross. Let me customise my font to match my usability needs.
Freya Pieroz
supported this idea
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115 votes
We want to thank everyone for the attention this idea has drawn. It’s clear from the many votes and detailed comments that having the ability to pay supplier bills with BPAY from Xero is a high-value feature for our Australian customers.
We understand the desire in this and see how this functionality would enhance your use of Xero, and it is definitely on our radar.
As you may have heard, our product team's current focus is on developing our bill payment solutions like we’ve delivered in the UK to more regions, with sights currently set on AU.
Your feedback here is valuable to the team as we explore what this experience will look like. Though we can’t commit to any timelines as yet, BPAY is a feature that we’ll be aiming to support through our new solution. We’ll keep you updated on further news and progress for this, through the…
Freya Pieroz
supported this idea
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The only option for re-sizing the accounts watchlist is to double the size. At double the size, there is so much white space it is unreadable; at the base size it's so spread out it's unusable (see screenshot comparing new to old - you can see that in the old version, because it's a LITTLE wider, the account names mostly fit on one line, and all the accounts I want to see are visible. In the new, the padding around each line takes up almost as much space as the line itself, so because the account names all take two lines, you can fit ONE account in the space the old uses for nearly THREE.)
Because the listed accounts are all in account number order, the ones I want to keep an eye on on a daily basis - wages payable, super payable, PAYG payable, suspense - are all hidden because they're at the bottom and I can't increase the length of the widget to accommodate the excess of white space and the text wrapping.
Even with an unwrapped text line, in the old view, it's about 10mm between the information on the line above and the information on the line below the line I'm actually looking at. In the new view, it's 18mm. There is Too Much White Space for the usability of the information presented - you don't put oodles of Pretty White Space in between lines of information in a table, because it becomes unreadable and unusable! Pretty does not trump fit for purpose!