Settings and activity
5 results found
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146 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
Tanya McAuley
supported this idea
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142 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Tanya McAuley
supported this idea
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129 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
An error occurred while saving the comment Tanya McAuley
supported this idea
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10 votes
An error occurred while saving the comment Tanya McAuley
commented
The cheapest subscription at $35 / month is still a very expensive plan for sole traders with minimal invoices and no employees, who can just use a spreadsheet instead, so it makes it difficult to convert some small business clients to Xero, please consider a cheaper option
Tanya McAuley
supported this idea
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355 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
An error occurred while saving the comment Tanya McAuley
commented
This is very important to me, I don't want to be clicking around different screens to process a customer payment. I'd like to see the payment part remain at the bottom of the invoice like it was in the classic invoicing, so invoicing and payment are both completed at the same time meaning less going backwards and forwards to complete the invoice. It is NOT an improvement removing this handy feature, will it be put back into the new invoicing system being forced upon us? In the meantime I will keep using classic invoicing for as long as I can
Tanya McAuley
supported this idea
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You need to remove this limitation and at least allow Advisors (Bookkeepers and Accountants) to post journals directly to bank accounts. I am not aware of any other general ledger software that does not allow users make journal entries to the bank. I have never encountered this limitation in my 30 year career in Accounting. I have a new client who has only been using the Xero software for payroll and customer sales. No expenses have ever gone in the system and the Accountant kept this information separately in their system. Now I am trying to get the bank balances and liability accounts correct but I cannot do an adjusting journal to show the correct bank account balance and match to the Accountants figures.