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13 results found

  1. Just Ask Xero(JAX) - Ability to turn off (after it goes live)

    33 votes
    15 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

    To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

    JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

    However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can…

    An error occurred while saving the comment
    Elizabeth Mpilias commented  · 

    @Kelly That is an absolute LIE, I did not opt in to JAX and I cannot disable it popping up all over the place. What an absolute farce. Opting out does not make it go away

    You can't fix basic things like invoicing and bills that used to work just fine and dandy still you started tinkering with it, now it's a broke joke.

    JAX is just another edition in the Xero Clown Show

    Elizabeth Mpilias supported this idea  · 

  2. New Invoicing - Option to switch Autosave off

    377 votes
    submitted  ·  158 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Elizabeth Mpilias supported this idea  · 

  3. New Invoicing - Add Payment details on invoice screen

    323 votes
    60 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    An error occurred while saving the comment
    Elizabeth Mpilias commented  · 

    The Add Payment button with it's silly pop up is much more time consuming than just having the fields ready to go at the bottom like Bills and Classic (working) invoicing

    Elizabeth Mpilias supported this idea  · 

  4. New Invoicing - Move Save button to bottom of invoice like classic

    222 votes
    38 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

    An error occurred while saving the comment
    Elizabeth Mpilias commented  · 

    Action buttons should remain at the bottom - it's still at the bottom in the Bills entry and having the button at the bottom is much more functional

    Elizabeth Mpilias supported this idea  · 

  5. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    383 votes
    197 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

    An error occurred while saving the comment
    Elizabeth Mpilias commented  · 

    We would choose Approve & Print PDF as our default.

    Currently the popup asking me to mark as sent also overlaps with the file download pop up.

    Elizabeth Mpilias supported this idea  · 

  6. AU Payroll - Superannuation end of quarter reminder

    151 votes
    submitted  ·  13 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Elizabeth Mpilias commented  · 

    It would also be of benefit if this was a widget on the Dashboard too reminding us of the due dates for Super payments and BAS/PAYG due dates too

    There is a notification already but it's not in your face enough and you have to remember to check the notifications - most of them are useless notifications anyway.

    Elizabeth Mpilias supported this idea  · 

  7. Sales Invoice - Include files attached to an invoice when sending

    297 votes
    submitted  ·  46 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Elizabeth Mpilias supported this idea  · 

  8. AU Payroll - Set Working Days for Part Time Employees

    421 votes
    submitted  ·  46 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    Elizabeth Mpilias supported this idea  · 

  9. Bills - Flag a Bill as 'in dispute / query'

    1,113 votes
    244 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…

    Elizabeth Mpilias supported this idea  · 

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

    705 votes
    157 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  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. 

    Elizabeth Mpilias supported this idea  · 

  11. New Invoicing - Remember default settings

    394 votes
    27 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Elizabeth Mpilias supported this idea  · 

  12. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    473 votes
    77 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Elizabeth Mpilias supported this idea  · 

  13. New Invoicing - Reduce number of steps and clicks

    851 votes
    357 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    Elizabeth Mpilias supported this idea  ·