Settings and activity
10 results found
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35 votes
It's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
Rey Arellano
supported this idea
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64 votes
Hi team, thanks for the engagement this idea has received already. We appreciate hearing the differences in layouts and sizing of widgets that would be most useful.
Right now our product team are staying close to the feedback that is coming through this channel to carefully consider.
If there are any plans to share around the sizing of widgets we'll let you know!
Rey Arellano
supported this idea
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49 votes
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
Rey Arellano
supported this idea
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80 votes
Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
Rey Arellano
supported this idea
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71 votes
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
Rey Arellano
supported this idea
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122 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
Rey Arellano
supported this idea
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235 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
An error occurred while saving the comment Rey Arellano
supported this idea
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173 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment Rey Arellano
commented
Xero, please fix recurring billing in Projects. Value pricing and recurring billing is the best practice for many industries including professional services (and bookkeeping and accounting firms so think every Xero partner). Staff enter time in Projects to capture standard cost and standard bill rates, and accomodae payroll; yet repeat invoicing done in Business > Invoice > Repeat resulting in time never being relieved (billed) in Projects. Result is users are blind as to profitability of Projects. If Xero partners aren't able to cleanly run their books in Xero, how are we supposed to support and recommend this to our clients.
Xero, this is CRITICAL. Please gather the motivation.
Rey Arellano
supported this idea
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119 votes
An error occurred while saving the comment Rey Arellano
commented
Easy to do in custom format, but yeah, would be nice as built-in standard.
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1 voteRey Arellano
shared this idea
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one more vote for this critical feature.