Settings and activity

24 results found

1. New Invoicing: Choose default calculation type for the discount column

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   75 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.

   With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.

   Pete Eastwood supported this idea  ·  04 July, 2023
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   Pete Eastwood commented  ·  22 April, 2023  ·  Edit…  ·  delete…

   100%. its a fiddly change to make on every line

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2. Navigation - Buttons at top to navigate between pages of a list

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   162 votes

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   33 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

   For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

   We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

   For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

   As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

   • Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
   • Contacts - Options to navigate pages of the contacts list from the top of screen
   • Bills - Options to navigate pages of the contacts list from the top of screen
   • Sales Invoice - Options to navigate pages of the contacts list from the top of screen

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll… more
   Pete Eastwood supported this idea  ·  22 April, 2023

3. Sales - Ability to calculate commissions

   34 votes

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   submitted  ·  11 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Pete Eastwood commented  ·  22 April, 2023  ·  Edit…  ·  delete…

   Allow discounts to be +, so we can add £% to an item where we are adding commission for example. Currently I have to manual amend each line. Unless I am missing a trick and there is another way?

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   Pete Eastwood supported this idea  ·  22 April, 2023

4. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

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   82 votes

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   36 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
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   Pete Eastwood commented  ·  23 February, 2023  ·  Edit…  ·  delete…

   Can the Next and Previous buttons on the reconciliation page be replicated at both the top and bottom of pages. Currently we have to scroll to the bottom to navigate on every page.

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   Pete Eastwood supported this idea  ·  23 February, 2023