Settings and activity
1307 results found
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7 votes
Freya Pieroz
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26 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Freya Pieroz
supported this idea
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372 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Freya Pieroz
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153 votesFreya Pieroz
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4 votes
An error occurred while saving the comment Freya Pieroz
shared this idea
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11 votes
An error occurred while saving the comment Freya Pieroz
commented
In the new contacts view, bills and invoices have an icon on the far right that is a shortcut button for "copy to a new draft". This icon is in the same place and is similar to the icon that indicates files are attached to the bill on the new bills page (files attached is one rectangle, draft a copy is two piled squares).
If I can only have one, I would prefer to have an icon for files attached, since I would want to check the details of an invoice or bill before I copy it, and it's a tedious process to check whether I've attached files to the relevant bill or invoice before I delete the file off my computer. But if the duplicate button is useful to someone, then we should have both.
Freya Pieroz
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39 votesFreya Pieroz
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93 votesFreya Pieroz
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53 votesFreya Pieroz
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642 votesFreya Pieroz
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350 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Freya Pieroz
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490 votesFreya Pieroz
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478 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Freya Pieroz
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4 votesFreya Pieroz
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13 votesFreya Pieroz
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23 votesFreya Pieroz
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5 votesFreya Pieroz
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47 votes
Hi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
An error occurred while saving the comment Freya Pieroz
commented
I'd like to add that if a function _cannot_ be triggered by anything other than a mouseclick, then it fails Web Content Accessibility Guideline #2.1
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3 votesFreya Pieroz
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5 votesFreya Pieroz
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Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.
https://www.w3.org/WAI/WCAG21/quickref/
A quick scroll through shows that Xero fails a number of criteria, such as:
- 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
- 2.4.7 Focus visible (if you tab through the page, can you see what you've tabbed to? Xero fails on the invoices page)
- 1.4.12 Text spacing (I'd really like to reduce the spacing between columns in tables, to increase the readability, but I can't figure out how. Compact view helps with the distance between lines, but not enough, and I can't figure out how to change that)
- 1.4.8 Visual presentation (the ability to switch between compact and regular view is not available on all pages)
I can't say that the WCAG cover all situations, and there's certainly a bunch of best practices with regards to presentation that aren't specified in the Guidelines, but they are the bare minimum to ensure Xero is not in breach of the Disability Discrimination Act and to ensure that people like me can use the product they're paying for.
https://humanrights.gov.au/our-work/disability-rights/world-wide-web-access-disability-discrimination-act-advisory-notes-ver