Settings and activity
57 results found
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3 votes
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 🙂
Annie Lindale
supported this idea
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9 votes
Hi team, this idea has been created from feedback on this larger thread.
We're keen to get a better understanding of the interest in being able to add supplier details when creating a new contact during bill entry.
This isn't something we have plans for the time being but will keep a close eye on the support this idea receives here. Thanks
Annie Lindale
supported this idea
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2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea 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.
Annie Lindale
supported this idea
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6 votes
Hi Natasha, thanks for your suggestion here.
I can see why you might like to edit the details of a bill without needing to remove an entire batch payment to do it.
There's already a similar idea around editing paid bills, but for now we might keep this as a separate one.
You might like to share this idea with any colleagues that this could also benefit, so they can add their votes and comments to support your idea.
Annie Lindale
supported this idea
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143 votes
Annie Lindale
supported this idea
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4 votes
Thanks for sharing your idea Georgia, and letting us know the changes that matter most for you.
We've reviewed your idea 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! Cheers
Annie Lindale
supported this idea
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5 votes
Hi Jenn, appreciate you creating separate ideas for both Invoice and Bills in the forums here so we can get an idea of interest in each 🙂
Being open, this isn't something we have any plans for at present.
Annie Lindale
supported this idea
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7 votes
Hi everyone, thanks so much for taking the time to share this idea and explain the impact it’s having on your payment runs.
We can absolutely see how splitting one payment run into multiple batches adds extra steps and complexity to the process, especially for organisations managing a high volume of bills.
Because of the support and detail we’re seeing on this idea, we’re moving it to Gaining Support. This helps us better understand how many customers are affected and the different ways this limit is impacting their workflow.
Please keep the feedback coming — if you can, add a comment with a bit more detail about how many bills you’re typically paying in a batch and how this affects your process. That context is really helpful for our team.
Thanks again for raising it and for helping us build a better experience 💙.
Annie Lindale
supported this idea
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130 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea 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.
Annie Lindale
supported this idea
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404 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Annie Lindale
supported this idea
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6 votes
Appreciate hearing your feedback on this here. 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, 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).
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to you, or Bills to pay widgets however we'll begin to get…
Annie Lindale
supported this idea
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8 votes
Hi team, we appreciate your engagement on this idea.
We’re just circling back to share a quick update as it’s been a little while. We’ve checked in with our product teams, and this isn’t data that IRD currently provides access to. Because of that, it’s not something we’re able to support right now.
If this changes in the future, it may be something we can revisit, but we want to set the right expectation here for now. Thanks.
Annie Lindale
supported this idea
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18 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you, Joe.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We''ll keep an eye on the traction this idea gets in the community. Thanks
Annie Lindale
supported this idea
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48 votes
Hi team, we appreciate interest and the value our customers have in using and being able to keep track that transactions have ben assigned to Tracking categories in your org.
As we continue to develop Xero, ideas in the forums here are being considered closely by our product teams.
I want to be upfront that we don't have any immediate plans for developing a Tracking widget or adding a tracking view to the existing widgets, but if any work is picked up around this we'll be sure to let you know here. Thanks
Annie Lindale
supported this idea
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20 votes
Really good to get this sort of detail about aspects of the homepage that you feel could be condensed or removed to help with your experience of the homepage. We're continuing to get an understanding of community interest around this and hear any further detail of where within the page you feel space is unnecessary. Thanks
Annie Lindale
supported this idea
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71 votes
Hi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
Annie Lindale
supported this idea
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315 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
Annie Lindale
supported this idea
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488 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
Annie Lindale
supported this idea
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792 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Annie Lindale
supported this idea
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186 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…
Annie Lindale
supported this idea
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