Settings and activity
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350 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
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Wendy Angliss
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1 voteWendy Angliss
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247 votesWendy Angliss
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85 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
An error occurred while saving the comment Wendy Angliss
commented
@Kelly Munro, Can you update us please on timeline for column widths and margins. I have just printed out the General Ledger exception report for the first month of the year and it's 13 pages long but only needs to be about 4-5 if we could adjust. This is not good for the planet and looks very unprofessional if we print to pdf. Even if we cant' adjust from the user end, there are large areas of white space that are not being used. Happy to send an example to a Xero email for you to look at.
thanks WendyAn error occurred while saving the comment Wendy Angliss
commented
Kelly,
Here is a frustrating example today which may help yor team.
I had to export to excel and then add a column because Xero thought I did not have enough space, and therefore refused to let me add a column in layout.
Could you please respond to this group wiht an updated ETA for the column width fix.
Regards
WendyAn error occurred while saving the comment Wendy Angliss
commented
This is very important. Trying to do month end with new reports with an open mindset and efficiently.
To scan down an account to see "unusual" transactions transactions that perhaps do not belong in an account is now much more time consuming.
There seems to be a preference in the report coding for column width to de determined by column heading rather than the content???
For example if I have standard columns on Account Transaction report "Running Balance" heading is wrapped, but when I eliminate a column to achieve more space for description and reference the running balance column width increases despite not needing to. And therefore it compromises how much space is available for the two columns I need.
Also when you play with the number of columns to try to minimise column wrapping the report suddenly changes from landscape to portrait becoming a VERY long report due to text wrap.
Happy to provide screen grabs directly to you Kelly Munro.
Please change (or allow yes/no choice) for the column width to be determined by the content not title.Also, why do we need so much margin in pdf report? This also compromises column width.
An error occurred while saving the comment Wendy Angliss
commented
Being able to control the column width, helps stop Xero turning a one page report into a landscape multi page report. This is critical to look professional for board reporting. There also seems to be a problem with excess spacing between columns??.
Having this functionality is also important for audit/reliability. Excel reports can be "edited" by users. Reports "straight from Xero", no not have this perception problem.
Can we also have as an option:
1 - a vertical line please to separate sections of reports. One example might be the old report where you could easily see two column sections 1/ this month actual vs budget and 2/ section ytd actual vs budget.
2- date and time printed
These might seem trivial but speedy readability is very important for board members. Thank you.Wendy Angliss
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2 votes
An error occurred while saving the comment Wendy Angliss
commented
Why doesn't the date range you have chosen appear when you export the report?
Each account section in the report has "There are no statement lines to code for this period." but nowhere that i can see does it say what the period is?
Kind regards
Wendy -
37 votes
Hi community 🙋
Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments.An error occurred while saving the comment Wendy Angliss
commented
We have several team members working part time doing set hours but differing between days of the week. At present they have to submit a leave request for EACH day, and these each have to be approved. If they are going several days leave this can lead to many, many leave applications, and approvals.
In addition it is easy to overlook this and then someone has to go back and amend.
They get confused/distracted by the apps inconsistency. A couple of examples: 1/ if you choose more than one day it does not show hours at all,
2/ "select approver" step does not have a DONE. You have to work out that it is in the three dots, and then you forget that if you don't take leave for a while.
Thanks for listening to the needs of users. When is the app likely to be reviewed? ie scheduled in your works programWendy Angliss
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1 voteWendy Angliss
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149 votesWendy Angliss
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An error occurred while saving the comment Wendy Angliss
commented
This would be brilliant for month end where there is a sequence of events that need to take place and several individuals are reliant on the last step being completed. Would save a lot of phone calls/messages.
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5 votesWendy Angliss
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What about the scenario where a manager approves invoices. They don't create or issue invoices. That relationship lies with other team members.
Also i no longer seem to be able to see the quantity in stock? Has this been removed? If so why? If not how do i get it back? thx.