Settings and activity
14 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
David Tauriello
shared this idea
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7 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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10 votes
Hi team, just adding an update here as it's best if each idea is separated so we can get a clear gauge of interest in a change - I've created a new idea from this one about the debit & credit request, and have slightly adjust the title here to reflect the desire to change the column ordering.
We'll update if there is any change planned for either of these ideas respectively. Thanks
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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10 votes
Hi everyone, we have split this idea from the original post so we can get a better sense of interest in being able to view credit and debit totals directly under the columns here.
For now we are keeping an eye on the support for this here.
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!
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48 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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794 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
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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170 votesDavid Tauriello
supported this idea
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247 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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539 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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521 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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35 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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99 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!