Settings and activity
6 results found
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58 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment -
16 votes
Thanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, 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.
Leanne McMinn
supported this idea
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63 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
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.
Leanne McMinn
supported this idea
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492 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Leanne McMinn
supported this idea
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An error occurred while saving the comment Leanne McMinn
commented
Please include the option to attach files from the Xero File Folder. I have all documents emailed to the file folder for ease of filing and attaching. Having to download onto a local computer is not a secure way to handle to docs when bookkeepers are located in a remote situation.
Please return the save and approve buttons to the bottom of the page.
I like to be able to tab across to each field and use the mouse as little as possible. -
3 votes
Thanks for the feedback, Richard. Can see where you're coming from and we'll get a sense of the overall interest from users on the thread here but want to be open that we don't have immediate plans for changing this.
To enable a little more swiftness when changing the date of this report you may find typing the letter 't' before clicking or tabbing through to the next field helpful - we have a few more date entry shortcuts you may like to explore, too.
An error occurred while saving the comment Leanne McMinn
commented
I use this report every time I log in to clients files and it is frustrating to have to change the date period.
I'd love to see an option for Year To Date.
Some clients are often slow at replying and need to be reminded more than once. Causing uncoded transactions to go back further than the last month, current default setting.
Leanne McMinn
supported this idea
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12 votes
An error occurred while saving the comment Leanne McMinn
commented
A great idea.
Leanne McMinn
supported this idea
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Hi Kelly,
Yes!!!! After this change, we now have to
1-go to the archive tab
2-find the folder we want
3-find the document
4-move it to the folder
And to add to this complete f#@k up. If we need to unlink a doc from a transaction it no longer returns to the inbox. So then we need to scroll through the archive to find it.
Xero developers have added time to our day rather than saving us time.
It is critical that this change be reversed ASAP.
Thank you
Leanne