Settings and activity
12 results found
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5 votes
Thanks so much for sharing this idea. We can see how being able to view long manual journal titles more easily would be helpful, especially when you're quickly scanning your journals.
We've moved your idea to Gaining Support so other customers can vote and add their feedback too. If anyone else would find wrapped titles, or a toggle to control this, helpful in Manual Journals, please add your support and share how it affects your workflow — those details are really useful for our team.
We really appreciate you taking the time to raise this with us and help improve Xero.
An error occurred while saving the comment 
David Tauriello
supported this idea
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6 votes
Thanks so much for taking the time to share this feedback on the new Manual Journals experience. We appreciate you explaining what would work better for you, including the suggestion to either restore the previous order or allow columns to be rearranged.
We’ve moved this idea to Gaining Support so we can continue to track interest and hear from others who feel the same way. Votes and comments on the idea are really helpful for our team as we assess customer impact and prioritise improvements.
An error occurred while saving the comment David Tauriello
commented
Jonathan - this is a pretty easy fix for a web developer, see my July 9 comments and screenshot here: https://productideas.xero.com/forums/967133-reports-tax/suggestions/50964163-manual-journals-journal-entry-number-listed#comments
The deeper issue is why this system doesn't index descriptions for lines in manual journals ... this would make 'search' the best option and lead to shorter titles.
here's hoping Xero cares enough to do either, or BOTH!
David Tauriello
supported this idea
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33 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment David Tauriello
commented
related to the previous comment I posted, make the description field wrap while it is being edited (the previous version did this ... now its just an endless, useless scroll).
An error occurred while saving the comment David Tauriello
commented
In addition to showing the journal number, consider indexing the description of each row as well as the journal title, so that 'search' can find journal __entries__ based on more information than the title.
If this can't be done (?) then the web app developers should update the .xui-readonlytablecell-singleline in the CSS so white-space is set to either 'unset' or 'revert' instead of 'nowrap' so that long titles don't push the other table columns off the page
David Tauriello
supported this idea
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790 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment David Tauriello
commented
Please add a widget for expense reporting - https://go.xero.com/Expenses/Default.aspx
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69 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
David Tauriello
supported this idea
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165 votesDavid Tauriello
supported this idea
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246 votes
Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
David Tauriello
supported this idea
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29 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
David Tauriello
supported this idea
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533 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
David Tauriello
supported this idea
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518 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
David Tauriello
supported this idea
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33 votes
Hi everyone, we're excited to share that we are in the process of releasing a new experience for branding with the new Invoice template editor!
Eventually replacing the Standard branding experience, the new editor allows you to customise and personalise the look of your invoices in a simple form, with a side by side view so you can instantly see how changes will look on invoices sent to your customers. This is in the process of rolling out to all regions, already readily available in AU, NZ, US and the UK. 😊
I'll be back to share once the roll out is complete.
David Tauriello
supported this idea
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98 votesDavid Tauriello
supported this idea
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Jonathan - this is a pretty easy fix for a web developer, see my July 9 comments and screenshot here: https://productideas.xero.com/forums/967133-reports-tax/suggestions/50964163-manual-journals-journal-entry-number-listed#comments
The deeper issue is why this system doesn't index descriptions for lines in manual journals ... this would make 'search' the best option and lead to shorter titles.
here's hoping Xero cares enough to do either, or BOTH!