Settings and activity
7 results found
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32 votes
Hi there,
I can see how having pinned notes visible on the main information page would be a huge help, especially for spotting critical warnings like credit holds without having to click through different tabs.
Currently, pinned notes are only visible when you are specifically viewing the Notes tab of a contact. As a workaround, many users add "!!!" or "HOLD" to the beginning of the Contact Name field so it is visible on every screen and summary page throughout Xero.
I’ve moved your suggestion into Gaining Support under the following title: Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page
This will allow other members to vote on the request and help our product teams gauge the demand for this UI change.
Hardeep Singh
supported this idea
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15 votes
"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
Hardeep Singh
supported this idea
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An error occurred while saving the comment -
435 votes
Hey everyone, thanks for all your valuable feedback and support on this idea here.
It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.
Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.
An error occurred while saving the comment Hardeep Singh
commented
Currently, if assets are imported incorrectly and registered, the only way to correct this is by manually deleting each asset one by one. A bulk delete option similar to what already exists for draft assets would be very helpful.
In addition, when multiple assets need to be written off, this is also done individually at an asset level, which is very time consuming. A bulk disposal/write-off feature would be great.
Hardeep Singh
supported this idea
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37 votes
An error occurred while saving the comment Hardeep Singh
commented
Would be very helpful if this gets fixed
Hardeep Singh
supported this idea
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26 votes
Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
Hardeep Singh
supported this idea
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34 votesHardeep Singh
supported this idea
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15 votes
Hi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
Hardeep Singh
supported this idea
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Agreed, adding a PAYG worksheet with new entrant option and expected lodgement date fields would make instalments more accurate.