Settings and activity
1169 results found
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68 votes
An error occurred while saving the comment An error occurred while saving the comment 
Freya Pieroz
commented
I'll repeat this comment in a bunch of places, but I complained to a friend of mine that I was considering learning how to code in order to figure out where the CSS was Bad, and he found me a Chrome extension that's helped me fix a bunch of the table formatting issues and then save the settings so I can apply them to a bunch of pages. Stylebot will only work until Xero changes the formatting again and breaks the custom style sheets, and then I'll have to update them all, but at least I can scan the list of bills without scrolling or turning my head now.
An error occurred while saving the comment Freya Pieroz
commented
My 'favourite' thing to add to this is that all the bill views can be set to Compact View... except the list of Repeating Bills.
Freya Pieroz
supported this idea
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5 votes
Hi team, appreciate the thoughtful feedback in your idea here and while not a complete solve for what's being asked I did want to highlight for this specific scenario you may find favouriting reports useful. This will make that report easily navigable from the Reporting menu in our new navigation 🙂
Also, just another tool that might help to find items that have recently been edited - the History & Notes could be used and filtered to quickly see what transactions have been edited.
While we don't have immediate plans for enabling these sort of breadcrumbs our teams are continuously thinking about the logic and flows as they keep developing Xero features.
Freya Pieroz
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7 votesFreya Pieroz
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9 votesFreya Pieroz
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9 votesFreya Pieroz
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21 votesFreya Pieroz
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118 votesFreya Pieroz
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35 votes
An error occurred while saving the comment Freya Pieroz
commented
I'd like to be able to specify which font Xero uses without having to change the font for the entirety of everything I do in a browser. My husband is dyslexic, and reads more easily with dyslexic-friendly fonts; I am not and do not.
Freya Pieroz
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15 votesFreya Pieroz
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16 votesFreya Pieroz
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16 votes
It's been a little while since you raised this, so just wanted to touch base.
We've reviewed your idea and have move it to gaining support. It's now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
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126 votesFreya Pieroz
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40 votesFreya Pieroz
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228 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Freya Pieroz
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37 votesFreya Pieroz
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12 votes
Hi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
Freya Pieroz
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8 votesFreya Pieroz
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33 votes
Hi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
Freya Pieroz
supported this idea
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162 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Freya Pieroz
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32 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
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
supported this idea
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I've got a cropped screenshot of two of the bills list views; I used two windows and shifted the one on top until they were superimposed and the differences more visible and easier to screenshot. Same browser, same font size, same client.
On the left is the five most recent bills (including two prepayments) as displayed on All Bills. On the right is four of the same five bills, but on the Awaiting Payment page, where those four take up the same space as the five on All Bills (the fifth fell off the bottom of my cropped screenshot).
Something is messed up in the formatting around the tickyboxes, and that's driving some of the excessive vertical white space.