Settings and activity

6 results found

1. Invoicing / Bills | List views - Freeze top row and first column

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   60 votes

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   submitted  ·  9 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Carmel Monaghan shared this idea  ·  12 March, 2024

2. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

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   93 votes

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Carmel Monaghan supported this idea  ·  07 December, 2023

3. Navigation - Freeze bar at the top of the page to save scrolling

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   264 votes

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   72 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

   Carmel Monaghan supported this idea  ·  07 December, 2023

4. Bills and Invoices - Shortcuts to move up or down page

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   3 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for supporting the idea here. I'm pleased to share that this feature is in the works!

   We're developing an improvement to the line item table within invoices, quotes, sales credit note, purchase orders and currently the quick view for bills.

   You'll soon be able to enter a navigation mode within the table by pressing esc and then using the arrow keys to move back and forth, or up and down rows.

   I'll be back to confirm once this is live to you all 😊

   Carmel Monaghan supported this idea  ·  07 December, 2023

5. Navigation - Buttons at top to navigate between pages of a list

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   169 votes

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   35 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

   For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

   We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

   For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

   As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

   • Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
   • Contacts - Options to navigate pages of the contacts list from the top of screen
   • Bills - Options to navigate pages of the contacts list from the top of screen
   • Sales Invoice - Options to navigate pages of the contacts list from the top of screen

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll… more
   Carmel Monaghan supported this idea  ·  07 December, 2023

6. Batch Payments - Ability to export Bpay batches

   125 votes

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   44 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we understand the high importance of more flexibility in how you pay your supplier. As you may have read on our website online bill payments in AU is currently in beta, with plans to roll out to more organisations soon.

   Once available to your organisation this agnostic solution, will give you multiple options of how your supplier receives funds, including BPAY as requested in this idea.

   I'll come back and share once online bill payments become available to all Australian organisations. In the meantime you can find out more and sign up to the beta on our website. 🙂

   Carmel Monaghan supported this idea  ·  07 December, 2023