Settings and activity

9 results found

1. Organisation settings - Ability to set colour of screen and fonts of display.

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   6 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Christopher Costi supported this idea  ·  15 April, 2024

2. Customer Statement - Send an overdue invoice statement

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   submitted  ·  12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Costi supported this idea  ·  22 February, 2024

3. Invoice Reminders - Auto email Statements to customers

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   99 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

   Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

   Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

   Christopher Costi supported this idea  ·  22 February, 2024

4. New Invoicing - Remember default settings

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Costi supported this idea  ·  22 February, 2024

5. New Invoicing - Reduce the amount of empty space on screen

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   148 votes

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   19 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for all your feedback into this idea. We appreciate the change takes a bit of getting used to, but we also understand and are concentrating on changes we can make to help condense and improve this for you all. For the time being we'll move this to working on it and I'll come back to share when we have further updates.  

   Christopher Costi supported this idea  ·  22 February, 2024

6. New Invoicing - Reduce number of steps and clicks

   253 votes

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   93 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog. 

   
   Since my last post there are other changes that have been made to enhance new invoicing, including;

   • the ability to attach a file from the files library, 
   • being able to view files in a side by side view so you no longer have to click across to another tab, 
   • automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and 
   • being given the option to mark an invoice as sent when printing. 

   All of which help reduce the number of clicks that you’d have to make for these actions.

   We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing… more

   Christopher Costi supported this idea  ·  22 February, 2024

7. Sales Invoicing - Automate 'send me a copy' on invoices

   75 votes

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   submitted  ·  39 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Costi commented  ·  22 February, 2024  ·  Edit…  ·  delete…

   This was already automatically selected (remembered ) in the old the invoice system .

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   Christopher Costi supported this idea  ·  22 February, 2024

8. Invoice - Prompt Payment / Settlement Discount

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   submitted  ·  83 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Costi supported this idea  ·  23 January, 2024

9. Contacts - Different default email addresses for different transactions in Xero

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   submitted  ·  119 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Christopher Costi commented  ·  26 May, 2023  ·  Edit…  ·  delete…

   Agreed. the new look reports / invoicing is useless. we need more functionality

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   Christopher Costi supported this idea  ·  26 May, 2023