Settings and activity
14 results found
-
78 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Rachel Osborn
supported this idea
·
-
785 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment An error occurred while saving the comment Rachel Osborn
commented
Ironically, I have had to delete useful widgets I've always had on my Homepage because I can't lay it out the way I want to see it now, so I have less information available to me.
Please stop making senseless changes and listen to your cusotmers.
An error occurred while saving the comment Rachel Osborn
commented
Please allow us to size the new widgets so we can determine our layout.
I don't love this new look - way too busy for me but with everything else you push on us I will have to get used to it, as you keep taking choice away from your customers.I prefer the current version which is very clean and easy to navigate.
I am not a fan of Xero I have to say.
Rachel Osborn
supported this idea
·
-
1 vote
Hi Rachel, to give another update here we are continuing to keep a close eye on JAX related idea sin the forums here, however at this time we still don't have any plans to change the positioning of the change icon in the navigation.
Make sure to share this idea if you have colleagues that would like to see this change too, for now we'll continue to get a sense of support in this here.
Rachel Osborn
shared this idea
·
-
2 votesRachel Osborn
shared this idea
·
-
2 votesRachel Osborn
shared this idea
·
-
92 votes
An error occurred while saving the comment Rachel Osborn
commented
This is entirely frustrating Xero - I sit at my desk daily and try not to get wound up by who ever at Xero is leading these changes as they are so unhelpful and I wonder what planet they are on quite frankly. You guys need people who actually use Xero to be the ones leading the charge for change and no one else.
Please put the functionality that is currently available in Classic back to note the Payment Date in history. Everyone needs to know when a late bill is going to be paid to run their business's, why you would remove this function I do not know. And please if you have put it somewhere else please let me know where. As you are creating more work for us all to figure out "work arounds" for something that was very easy to accomplish. You are also making us less productive.
Please leave Classic Invoicing as an option for those who prefer it. Grandfather it out if you must but those of us who have used it clearly prefer it to the mess that you have created for us as users with this new version.
Many thanks,
RachelRachel Osborn
supported this idea
·
-
4 votes
Sorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
An error occurred while saving the comment Rachel Osborn
commented
When I send an invoice in the new invoicing I'd like to be able to turn off the additional steps you've added when sending.
I don't need to see a pop up of my template letter and the invoice again, after I've just checked it and want to send it.
These seem unnecessary steps for me, so I'd like to be able to turn the feature off.Rachel Osborn
supported this idea
·
-
28 votesRachel Osborn
supported this idea
·
-
14 votesRachel Osborn
supported this idea
·
-
10 votesRachel Osborn
supported this idea
·
-
46 votesRachel Osborn
supported this idea
·
-
98 votesRachel Osborn
supported this idea
·
-
81 votesRachel Osborn
supported this idea
·
An error occurred while saving the comment Rachel Osborn
commented
The new packing slip is very ugly visually and has incorrect information on it.
There is a box around the address which is unnecessary, can you please remove this to keep the packing slip looking clean.Invoice Date - is incorrect, this is a packing slip so just needs to say "Date".
In the description if you don't add a quantity it's incorrectly showing a quantity value of 0.00, again making the packing slip unnecessarily busy and visually ugly.
Thanks for your attention to this.
Regards
Rachel -
18 votes
An error occurred while saving the comment Rachel Osborn
commented
In the New Invoicing when you print a Packing Slip, it isn't populating the address from the contact details. So, we just need the address that is saved in Contacts to populate the Packing Slip, rather than leaving it blank.
Many thanksRachel Osborn
supported this idea
·
Please put back the ability to scroll down the page which allows us to add and place the widgets where we want them visually.
Many thanks