Settings and activity
6 results found
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4 votes
Appreciate your feedback on search in Xero, Laura. When you say you'd like more options for search are than any specific fields of transactions that you and your clients might commonly search - this'll help when sharing back with the team.
If say, you'd search text generally in the description field of a transaction I'll merge your idea here in with this one where we can keep you all updated of any change all together.
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Emilie Lambert
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143 votesEmilie Lambert
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36 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Emilie Lambert
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155 votesEmilie Lambert
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192 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
An error occurred while saving the comment Emilie Lambert
commented
On classic invoicing, it was very easy to spot errors on account, VAT rate or tracking category due to the tabular format on the input/view page. The new invoicing page format makes it very hard to spot, as these things are now hidden under the description of the item, in a smaller text.
Emilie Lambert
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41 votes
An error occurred while saving the comment Emilie Lambert
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It would be great to be able to run a profit by contact report. You already have the ability to add purchase prices for different products on xero and an income by customer report, but would be great to see gross profit for each customer, to know what sort of customers are the most profitable.
Emilie Lambert
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I too am recently struggling with the search bar. When you search for a contact (supplier/customer) using the search bar, no contacts come up. Instead it lists unrelated invoices or bills and e.g. spend moneys. It would be fantastic if the search bar would start showing contacts that match the search criteria again!