Settings and activity

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1. Contacts - Switch Contacts without going back to contacts page

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   4 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for sharing your feedback and use cases surrounding this idea. Being upfront this isn't something we have plans in the roadmap for atm, but are keeping a watch on the support of ideas through the forums here.

   I'll be sure to share if there are any updates, and in the meantime recommend sharing the idea with any colleagues that may find this useful and can also add their support.

   Joe Distefano supported this idea  ·  04 April, 2023
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   Joe Distefano commented  ·  04 April, 2023  ·  Edit…  ·  delete…

   Sure-
   -Same customer multiple locations are typically in order so when we have to updateall locations it would make it easier to click next rather than, contacts search, etc.
   - Also when viewing customers we like to look at contract expiration in Notes, clicking next would speed the process.

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   Joe Distefano shared this idea  ·  09 March, 2023

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

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   169 votes

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   35 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
   Joe Distefano supported this idea  ·  09 March, 2023