Settings and activity
5 results found
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3 votes
💥 Thanks for sharing this idea, Fran we can see how being able to select inventory items while creating a transaction in Smart Document Capture would help reduce double-handling and save time.
We’re moving this idea to Gaining Support so we can better understand how many customers would find this valuable. If this would improve your workflow, please add your vote and any extra detail on how you’d use it — that helps our product team assess community interest and shape future improvements..
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Leanne McMinn
supported this idea
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84 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 Leanne McMinn
commented
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 folderAnd 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 -
29 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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93 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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13 votes
An error occurred while saving the comment Leanne McMinn
commented
A great idea.
Leanne McMinn
supported this idea
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I like the new way we can generate a transaction from within Files.
However, for those of us who use Items, this option is not available. Is this on the radar to be included?