Settings and activity

5 results found

1. User Role - Access to specific feature only

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   66 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

   Kathy Corbett supported this idea  ·  27 February, 2024

2. Invoicing - Remember default settings

   407 votes

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

   Kathy Corbett supported this idea  ·  27 February, 2024

3. New Invoicing - Option to switch Autosave off

   437 votes

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   237 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

   With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

   However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

   If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can investigate and escalate directly with our product team if there’s an issue.

   We know this isn’t the response you’re hoping for, but hope that giving more clarity will ease some ambiguity. This does not mean we’d never make a change, and should any plans surrounding autosave be made we’ll gladly update you of this, here. 

   For the time being, as autosave kicks in once you add a contact to your invoice, if you’d really like to prevent your invoice from saving as you're entering data you could avoid adding the Contact until you're ready for Save to kick in.

   Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

   With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

   However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

   If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can… more

   Kathy Corbett supported this idea  ·  27 February, 2024

4. Invoicing - Make the History & Notes the same as in Classic Invoicing

   749 votes

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   167 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

   We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

   We still have more enhancements on the way for history and I'll be back again when more updates land. 

   Kathy Corbett supported this idea  ·  27 February, 2024

5. New Invoicing - Keep Classic Invoicing

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   449 votes

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   435 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Kathy Corbett supported this idea  ·  27 February, 2024