Settings and activity
7 results found
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16 votes
Appreciate you raising this with us here, Fred.
This is something we're monitoring feedback of and would be good to hear from others on your idea here that'd also appreciate this option further up the widget.
As another simple way of creating an invoice there's the keyboard shortcut '/i' that'll open Search with an option to create 'New invoice'.
Anita Robinson
supported this idea
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An error occurred while saving the comment -
793 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Anita Robinson
supported this idea
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44 votes
Thanks for sharing your idea, and letting us know the changes that matter most 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Anita Robinson
supported this idea
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163 votes
Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.
An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.
We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.
An error occurred while saving the comment Anita Robinson
commented
This is most important. If not adding it as a separate box on dashboard at least add it as a clickable link under invoices with the draft, waiting payment and overdue - this shouldn't be too hard of a change make and will make quotes so much more visable! Please at least do this, if you won't add quotes with accepted, submitted, draft as a separate box.
An error occurred while saving the comment Anita Robinson
commented
It's so shortsighted to not have quotes on the dashboard, I would have thought as a product aimed at business that it would be available to have on the dashboard - a visual reminder to follow up on quotes, to forecast needs and to monitor progress of jobs right through to payment. I'm disappointed with the decision to not include this in short term plans.
An error occurred while saving the comment Anita Robinson
commented
I'd love to see this added. Save so much time navigating to quotes. The ability to follow up quotes would be easier as you'd see it when logging in and have it in right in front of you. I find this frustrating that you can add this to the dashboard - and that the idea has been around since 2015!! Quoting has an important part to play in many businesses including mine - making this easier and more visable is an important feature.
Anita Robinson
supported this idea
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1,101 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Anita Robinson
commented
This would be a really useful feature to have, very practical and largely time saving. How about an update Xero - is this being considered added in at all?
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199 votesAnita Robinson
supported this idea
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83 votes
Hi team, we appreciate the interest being able to see the information that is most important to you or a specific user from the homepage.
Our product teams are paying close attention to the feedback and what would be most useful to our customers as they continue to develop this experience. Being upfront, Purchase orders widget is not in the roadmap atm, but we will be sure to share of there are any plans made for this, here.
An error occurred while saving the comment Anita Robinson
commented
It would be great to have this information right in front on the dashboard. Like quoting purchasing is important to have and easy to view and see would be of great benefit.
Anita Robinson
supported this idea
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Can we move the new invoice, and add bill to the top of the invoicing and bills widget, instead of the bottom.