Settings and activity
6 results found
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51 votes
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Kelly Ross
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7 votesKelly Ross
supported this idea
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147 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…
An error occurred while saving the comment Kelly Ross
commented
Hi Kelly,
Thank you for your response and for welcoming further feedback on the new navigation. I appreciate the opportunity to contribute to the beta and help shape improvements that benefit both advisors and clients.
While I understand the intention behind the new layout, I’d like to share some concerns raised by a few of my clients who have been transitioned to the beta experience. Three of them have expressed a strong preference to opt out of the new layout. However, despite attempting to opt out, the interface remains unchanged on their end.
Their main concern is that the dashboard now feels overly busy and cluttered, making it harder to navigate. Additionally, they’ve noted that the lower section of the dashboard is being used for advertising, which they find frustrating—especially considering they are on premium subscription plans and expect a clean, professional interface.
Simplicity and ease of use are key for many of our clients, and I believe these changes may be detracting from that experience.
Regards
KellyKelly Ross
shared this idea
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222 votes
Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.
After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.
We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here.
Kelly Ross
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3 votes
Thanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly.
We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
Kelly Ross
shared this idea
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68 votesKelly Ross
supported this idea
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An error occurred while saving the comment Kelly Ross
commented
eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
Include files as attachments
Include PDF attachment
Send me a copy (Email Address)
I feel that the new changes have made things slower for Clients and bookkeeper's
Some of the updates are not as straight forward.
When distributing payslips to client employees via email, there should be a way to configure the reply-to address so that responses are directed to the client’s business email rather than the bookkeeper’s email address.