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  1. Homepage - Set up multiple views (Basic, Intermediate and Advanced)

    139 votes

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    24 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for reviewing and letting us know how we could keep improving the new homepage experience.

    For the time being we're paying attention to the pulse of this idea, here.

    We will let you know if there are any updates.

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    Tina Banham commented  · 

    A customisable homepage would be great but I have another item to mention. Not sure if you are thinking about this but under Purchases, Bills, Draft bills - can you make it easier to get to the next draft bill to approve, instead of having to click - at present its Business, Bills to Pay, Draft bills, onto supplier invoice and approve then repeating this from Bills to Pay to do the next one please. Its very tedious!

  2. Contacts - Search description across customer activity for products sold

    7 votes

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    1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Currently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.  

    Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report. 

    However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂

    Tina Banham shared this idea  · 

  3. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    630 votes

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    42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

    Tina Banham supported this idea  ·