Settings and activity
57 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jim Morris
shared this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jim Morris
shared this idea
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6 votes
Hi Gregory, thanks for raising an idea in the forums here. To try get a better understanding of your workflow, is there a reason you would generally want to create the Transfer transactions prior to reconciling in your bank account?
Jim Morris
supported this idea
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32 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed this idea and have updated it's status to Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Jim Morris
supported this idea
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6 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jim Morris
supported this idea
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13 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting 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.
Jim Morris
supported this idea
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323 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 'Customise' 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. 🙂
Jim Morris
supported this idea
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330 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Jim Morris
supported this idea
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296 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!
Jim Morris
supported this idea
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108 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…
Jim Morris
supported this idea
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168 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Jim Morris
supported this idea
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53 votes
Hi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage 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 votes and comments about how they'd like to see this too!
Jim Morris
supported this idea
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59 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!
Jim Morris
supported this idea
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537 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
Jim Morris
supported this idea
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7 votes
An error occurred while saving the comment An error occurred while saving the comment Jim Morris
commented
Agree with the calls for consistency but, equally, I want to see Autosave made optional. In its current form, it is simply utter **** and causes way more headaches than it solves.
For the record, I'm not voting this up as I simply don't trust Xero not to use my vote to falsely claim that we asked for more Autosave, while conveniently ignoring the issues it causes.
Jim Morris
supported this idea
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28 votes
An error occurred while saving the comment Jim Morris
commented
Yep, or, if you are a heavy mouse user, you find that you need to click into the cell in a very particular spot to get it to highlight properly to overwrite the stupid 0.00.
It's little things like this that just showcases the disconnect between the devs and the users.
Jim Morris
supported this idea
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429 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Jim Morris
commented
Na, that's not how software development works these days @Sam.
Why would they pay devs to test, when they can just get us to pay for the privilege of testing it for them?
An error occurred while saving the comment Jim Morris
commented
Nope, I hate "Approve and Email". Either make it just "Approve" or give us the option to set our own default.
An error occurred while saving the comment Jim Morris
commented
What happens if you find a mistake after you have approved, that you need to correct, but now the email has already been sent? Now you get to look like a moron in having to contact the customers, tell them to ignore the invoice and then correct and send another... all because Xero decided, via questionable arbitration, that it was a good idea to do 2 functions with the click of one button.
Sorry, but this is a dumb decision.
Default should be Approve.
Better yet, let us select our own defaults and not be dictated to by a majority of a minority of selected beta tester users.
An error occurred while saving the comment Jim Morris
commented
Yes, a selectable default would be fantastic as it can then cater for everyone
Jim Morris
supported this idea
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462 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Jim Morris
commented
@Jane Skinner - Here, here! Well said Jane!
An error occurred while saving the comment Jim Morris
commented
@Kelly Munro - That's the problem though...it doesn't JUST autosave when you select a contact. It autosaves every bloody time you enter data in a cell! That delay, of even a second or two, quickly throws you off your rhythum, if you are used to doing rapid data entry, and almost guarantees mistakes (some of which can be VERY costly if they don't get picked up in time - % vs $ discount ring any bells?).
This feature needs to be an option to be turned on or off, if you aren't prepared to remove it entirely. Anything short of that is not acceptable and makes the product less useful to people like us and harder to recommend to prospective clients.
An error occurred while saving the comment Jim Morris
commented
We don't use third-party software or integrations...Autosave just plain sucks and is probably the singular, most disruptive and dumbest part of the "upgrades" brought in with "new" invoicing.
I know there are some folks out there that appear to like it, but so many of us don't and it is causing us no end of issues including monetary ones, in terms of staff time and productivity losses, not to mention direct fiscal hits (when mistakes caused by autosave lags don't get spotted before the invoices are sent!)...
Xero is all about the money, these days, so surely you should understand that?
Make it optional for Pete's sake!
An error occurred while saving the comment Jim Morris
commented
@Mike Johnston - I've tried that and then as soon as I add a contact, all of the customer defaults kick in and it changes my accounts and tax rates or, if I haven't got any defaults set, deletes them entirely. Either way, it forces me to redo work for no reason other than Xero's dev incompetence.
An error occurred while saving the comment Jim Morris
commented
That's a good point, Chris. I might have to look into getting some shares just for that purpose.
Folks, the more we just keep commenting here, the more Xero can just ignore us. We need to start leveraging their system to support our goals.
Each time one of these issues arises, every single person needs to make a support ticket. If they offer no solution, refuse to close the ticket or make a new one.
They will be using a ticket system like Zendesk, and those are used as KPI indicators at high-level meetings with executives...the sort of meetings where KPIs actually mean things and where said KPIs also eventually find their way into annual share reports.
So, if there are a lot of open tickets, questions will be asked as to why...questions whose answers we can affect by refusing to bend to Xero's gaslighting.
We need to start hitting Xero where it will have an impact on those high enough up the ladder that can easily ignore our complaints here in this forum.
Couple that with commenting on every social media post you see to get the word out publicly. For example, every time you see Xero's ad on Facebook for 90% off for new customers, make a comment so other folks see it. I have a templated comment that I post every time I see their ads. I'm already starting to see more activity each time I post it.
An error occurred while saving the comment Jim Morris
commented
I've just about had it with this autosave stuff. I have far better things to be doing with my time, at the moment, than dealing with stupid software and/or the idiotic implementation of so-called "new" updates.
Either get rid of this Autosave feature or give us the option to turn the blasted thing off.
Thanks to this (or the forced revert to "new invoicing"), I've just completely lost YET ANOTHER HOUR OF F***ING WORK!!!!
I'M SO SICK OF MY TIME AND MONEY BEING WASTED BY YOUR SOFTWARE DOWNGRADE!!!
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
An error occurred while saving the comment Jim Morris
commented
@Olga, @Paul, in Xero's defence they didn't delete my post, I did.
It was in direct reaction to seeing what Sigmatech had posted. However, I wasn't happy with the way I had worded it and wanted to include some helpful links before reposting it to other threads for the wider community.
Nice to know that we are all looking out for one another here though, so thanks for jumping in.
An error occurred while saving the comment Jim Morris
commented
Autosave is a pain. Either get rid of it or let us turn it off. I just created a 12-line invoice and because this stupid system needs to autosave each time I enter or change data in a cell of field, I now have a file history on the invoice that is 35 lines of useless drivel. What a joke!
Not only does it save things that you don't need, it makes the process slower as it won't register the 1st time you click into a field, or the second, or event he thrid sometimes. Copy and pasting into a field is 50% success too depending on it you click in correctly and Ctrl+v...
Seriously took me twice as long as it should have to make this invoice.
I seriously hate "new" invoicing in it's current form and capability.
An error occurred while saving the comment Jim Morris
commented
I already didn't like Autosave as it causes such a slowdown in operation but now that I see it logs each and every time you change something it makes the file history utterly stupidly verbose and completely useless.
Seriously, either give us the option to turn it off or get rid of it completely. I cannot state strongly enough how dumb it is.
Jim Morris
supported this idea
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6 votes
Hi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved.
We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.
An error occurred while saving the comment Jim Morris
commented
Agree with the calls for consistency but, equally, I want to see Autosave made optional. In its current form, it is simply utter **** and causes way more headaches than it solves.
For the record, I'm not voting this up as I simply don't trust Xero not to use my vote to falsely claim that we asked for more Autosave, while conveniently ignoring the issues it causes.
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19 votesJim Morris
supported this idea
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Reminder yes, Autosave HARD NO!