Settings and activity
45 results found
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696 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
An error occurred while saving the comment An error occurred while saving the comment 
Bee Hesketh
commented
In the old view, we could see draft invoices clearly at the top. But now that has moved and is harder to see.
We are also missing the graphs for the bank account feeds. And can't see the full account watchlist without scrolling.
It feels busier but is actually providing us with less vital information.
Bee Hesketh
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Bee Hesketh
shared this idea
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97 votes
An error occurred while saving the comment Bee Hesketh
commented
This should probably be considered alongside this "product idea" which has been marked as 'in discovery' - https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/44960947-email-settings-specify-date-time-to-send-transac
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
It doesn't even need to be a specific time. We just want them to be sent during waking hours and not in the middle of the night.
Again, we have to send all of our invoices manually because of this limitation.
An error occurred while saving the comment Bee Hesketh
commented
How difficult is this to setup really? Come on Xero this is so important! We have to manually send all of our repeating invoices, which could be automated if it weren't for this. Such a waste of time
An error occurred while saving the comment Bee Hesketh
commented
Getting really sick of not being able to automate the sending of our invoices because of this. Very frustrating!
We don't even need to specify a specific time, just make it so that it is during the daytime in our country.
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century? The lack of this feature means we have to send all of our invoices manually every month.
An error occurred while saving the comment Bee Hesketh
commented
I complained about this to Xero and their solution is to set repeating invoices to be drafts and then manually send them all. Thus making the process even less automated. Great.
An error occurred while saving the comment Bee Hesketh
commented
This is becoming a real bugbear for us now. Please fix!
An error occurred while saving the comment Bee Hesketh
commented
Surely at the very least you can set these to send within business hours if we give you our timezones? Come on Xero.
An error occurred while saving the comment Bee Hesketh
commented
Around 90% of our invoices are repeating. All of these get sent out just after midnight.
It looks so unprofessional. I don't even want to be able to set a specific time. I would just like it to be at a more reasonable time that isn't the middle of the night for our customers.
An error occurred while saving the comment Bee Hesketh
commented
This really is a must. Even if you can only set a single time/window for all repeating invoices in general. Anything to stop them going out at night would be helpful for us. Seems really unprofessional to get an invoice in the middle of the night.
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95 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Bee Hesketh
supported this idea
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184 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Bee Hesketh
supported this idea
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421 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Bee Hesketh
supported this idea
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384 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
An error occurred while saving the comment Bee Hesketh
commented
Agreed. The main things we need to see easily and quickly in the dashboard are now hidden, messy or unclear.
Totally unnecessary update in my opinion.
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692 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
An error occurred while saving the comment Bee Hesketh
commented
Any progress? This is wasting a lot of time for us having to send invoices manually, all the while getting regular big price hikes from Xero.
An error occurred while saving the comment Bee Hesketh
commented
This needs to apply to repeating invoices too. Our repeating invoices get sent out at about 2am which is very unprofessional. We simply want them to be sent during waking or working hours.
An error occurred while saving the comment Bee Hesketh
commented
We are now paying almost double what we started out paying Xero over 5 years ago, and we are still unable to automate the sending of our invoices because the UK isn't Xero's default timezone.
This is a vital feature.
Please include repeating invoices in this: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45048526-repeating-invoices-schedule-a-specific-time-for
An error occurred while saving the comment Bee Hesketh
commented
This is also an issue for repeating invoices. In fact, it is our main issue with this. Our repeating invoices get sent out at 2am. So we have to manually send all of our invoices during working (or waking hours) to avoid this.
Please also apply this to repeating invoices.
An error occurred while saving the comment Bee Hesketh
commented
We have been waiting years for this. We have to manually send all of our invoices because otherwise they get sent at 2am which is so unprofessional.
I don't understand why it isn't already setup on a country by country basis. We are all paying the same subscription, but we don't all receive the same service depending on timezones.
Please make it possible to at least only send emails during working hours on working days.
Bee Hesketh
supported this idea
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108 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
An error occurred while saving the comment Bee Hesketh
commented
Agreed. It's also a lot less obvious now whether a bank account is fully reconciled or not.
It's also impossible to keep all of our bank accounts together in the same view, as the columns move around depending on the viewport size.
No idea why this pointless update was made when there are so many fundamental features that have gone ignored for years.
Bee Hesketh
supported this idea
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66 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
As a subscription based business, this would be so helpful seeing as the majority of our invoices every month are repeating
An error occurred while saving the comment Bee Hesketh
commented
We have to add notes to our calendar to remind us to allocate credits before doing the direct debit pay run. This is such a pain, and just leaves us open to making mistakes and annoying our customers.
So many basic functions missing for repeating invoices. Don't add repeating invoices if you don't have the infrastructure to support it!
An error occurred while saving the comment Bee Hesketh
commented
Any idea when you are going to make GoCardless automated features a useable feature?
An error occurred while saving the comment Bee Hesketh
commented
Firstly, there are some basic functions totally missing from repeating invoices:
1. Being able to apply a credit to future repeating invoices
2. (So that payment doesn’t accidentally get taken by direct debit when there is a credit on the account.)
3. Schedule a time for repeating invoices to be generated and sent
4. Schedule a time invoice reminders to be sent
(Currently my clients receive their invoices and reminders in the wee hours of the morning which looks really unprofessional.)Then there’s the integration with GoCardless automated payments… Which is, well, totally unusable (for me anyway).
I need one of the following for it to be able to work for me:
1. Be able to turn off invoice reminders for an invoice branding theme
2. Or be able to ‘Collect Now’ rather than on the Due DateCurrently, if I use automated payments as it is, then customers will receive invoice reminders every month for their repeating invoices, when they shouldn’t as payment is processing. I know I can turn off invoice reminders for a customer entirely, but then they won’t receive reminders for any one-off invoices, which are usually higher value and so not taken by direct debit.
So for the foreseeable, this leaves me manually collecting payments in GoCardless for the rest of my working life.
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231 votes
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero it's been over a decade since this (very basic) feature was requested
An error occurred while saving the comment Bee Hesketh
commented
Can't take GoCardless payments until the invoices are generated. If this falls on a weekend (especially a bank holiday), GoCardless only count working days so it means we go an additional 2-3 days (on top of the 5 days) without receiving payment. Not good for cash flow.
Not to mention that it is annoying having to login to do the accounts in the middle of a bank holiday.
An error occurred while saving the comment Bee Hesketh
commented
Still waiting...... Come on Xero. When are you get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero...... This is such a necessity. It bugs me that it's even down as a 'product idea' when it should be a standard feature.
An error occurred while saving the comment Bee Hesketh
commented
I'm so sick of the lack of the most basic features for repeating invoices. I thought Xero was supposed to make running a business easier?
An error occurred while saving the comment Bee Hesketh
commented
We need this so that we can use GoCardless automated payments. Currently we have to manually take every single direct debit when the repeating invoices are created, but generating the invoices earlier would make it easier to automate that process.
An error occurred while saving the comment Bee Hesketh
commented
Yep, so many problems with repeating invoices. It looks so unprofessional sending out invoices at 2am.
An error occurred while saving the comment Bee Hesketh
commented
Xero just tell us if you aren't going to fix this and then we can stop waiting and move to a different accounting software.
An error occurred while saving the comment Bee Hesketh
commented
Edit - Purpose: To make the GoCardless automated payments for repeating invoices a usable feature
An error occurred while saving the comment Bee Hesketh
commented
This would be so helpful. We take payment via direct debit which we can only collect once the invoice is generated. So quite often you get customers who forget and then manually pay as well because it hasn't been paid at the point the invoice is sent.
Then you have the ongoing saga of not being able to apply a credit to a future repeating invoice.
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9 votes
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
Bee Hesketh
supported this idea
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57 votes
Hi team, we thoroughly appreciate the feedback we've received from our community here.
I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.
We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.
An error occurred while saving the comment Bee Hesketh
commented
Agreed. We are never going to use this feature as all of our clients pay by direct debit.
It's really annoying (and a waste of time) to have to dismiss this every time you open an invoice.
Bee Hesketh
supported this idea
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819 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Bee Hesketh
commented
There are so many 'Product Ideas' like this that should be a core feature not something that has to be suggested and chased. All the while prices keep getting hiked and useless AI features are added, but not the basic functions we have been asking for for years.
An error occurred while saving the comment Bee Hesketh
commented
Good to hear that this is finally in development. Will we be able to allocate credit notes to future repeating invoices? It feels like repeating invoices are always forgotten about when it comes to development.
An error occurred while saving the comment Bee Hesketh
commented
Will this development include allowing us to allocate credit notes to repeating invoices as well?
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8 votes
An error occurred while saving the comment Bee Hesketh
commented
As a subscription based business, the majority of our invoices are repeating invoices. However, when on the go, we are unable to view, edit or create repeating invoice templates as they aren't available on the mobile app.
Bee Hesketh
supported this idea
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487 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
An error occurred while saving the comment Bee Hesketh
commented
Disappointingly, this has already been rejected by Xero despite having over 400 votes:
https://productideas.xero.com/forums/939198/suggestions/44961454
An error occurred while saving the comment Bee Hesketh
commented
Disappointingly, this has already been rejected by Xero despite having over 400 votes:
https://productideas.xero.com/forums/939198/suggestions/44961454
Bee Hesketh
supported this idea
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24 votesBee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
This would be useful. We also need to be able to add accruing late fees which is currently not possible. Seems it could be quite a similar feature.
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84 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
An error occurred while saving the comment Bee Hesketh
commented
Wish we could turn this off. As you say it just flags recurring monthly bills and has never once flagged an actual duplicate bill. Pointless feature for us and would be great to be able to disable it.
An error occurred while saving the comment Bee Hesketh
commented
Yeah this feature has never once picked up an actual duplicate. It just displays recurring subscription invoices.
Very annoying. Would love to be able to disable it.
Bee Hesketh
supported this idea
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5 votes
Sorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
An error occurred while saving the comment Bee Hesketh
commented
Each idea is separate already. With hundreds of votes already.
What is the point of this "Product Ideas" echo chamber? It's like shouting into the abyss
An error occurred while saving the comment Bee Hesketh
commented
After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.
Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.
I've listed just a few of these incredibly basic features below:
- Reporting - Report that shows Repeating Invoices
- Repeating invoices: Ability to copy them to create new ones
- Repeating Invoices - Generate invoice before invoice date
- Repeating Invoices - Day/Date placeholder option
- Repeating Invoice - bulk update of amounts
- Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
- Repeating Invoice - Add dynamic dates to the repeated invoices
- Projects - Assign repeating invoice to a project
- Repeating Invoices - Bulk Import/ExportWith more and more businesses following a subscription based model like us. It is critical that repeating invoices are given more attention by the Xero Product Team.
I for one am sick of paying for accounting software that doesn't live up to expectations and results in us having to invoice manually rather than being able to automate.
Bee Hesketh
shared this idea
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263 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Paying increasingly more for accounting software that doesn't even give adequate reports. Xero - when are you going to bother to look in to this?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you going to get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century? As a subscription based business we are unable to get the reports that we need.
An error occurred while saving the comment Bee Hesketh
commented
It has been well over 2 years now. Come on Xero. This shouldn't be a 'feature request'. It should have been implemented at the same time that repeating invoices were introduced!
An error occurred while saving the comment Bee Hesketh
commented
Repeating invoices lack so many fundamental features. Not being able to get a basic report is definitely one of them.
As a business where the majority of our invoicing is repeating, this is becoming increasingly frustrating. This isn't a 'Product Idea' it is a fundamental feature that should have been included from the moment Xero introduced repeating invoices.
An error occurred while saving the comment Bee Hesketh
commented
Still don't understand why Xero would release repeating invoices as a feature, but not include the basic infrastructure / functionality to support it. There's so many issues with repeating invoices but this has to be one of the most basic things that's missing.
Over 90% of our invoices are repeating and this means we just aren't able to report accurately.
An error occurred while saving the comment Bee Hesketh
commented
It's been 2 years. Any movement on this?
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Been asking for this for years. Why add a feature like repeating invoices and not include the most basic of reports/features to support it? Over 90% of our invoices are repeating.
An error occurred while saving the comment Bee Hesketh
commented
I still don't understand why you'd introduce a new feature (repeating invoices) and not provide a report to go with it. This shouldn't even need to be requested.
Aside from the new widgets no longer displaying the key information we used to be able to see at a quick glance.
The other big issue for me is that I either work from my desktop at the office, or my laptop when working remotely. Because the new layout has been designed to be responsive, but without the ability to pin or group widgets, this means the home layout is now totally different depending whether I'm on my desktop or laptop. On my laptop the bank accounts are nowhere near each other, and everything is in a completely illogical order.
I really don't understand why this was changed when there wasn't much wrong with the old layout. And at least it was uniform across my devices.