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  1. Navigation - Add Custom reports access to Reports menu

    12 votes

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    1 comment  ·  Users & setup » Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback on the new navigation experience, Hilary.It's great to hear our customers are familiarising themselves with the new layout.

    We've reviewed your idea and now it's up to the community to get behind and support it. Our product team are paying close attention to the ideas and feedback we are receiving on this, and we'll continue to track the interest closely.

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    Lisa Hunt commented  · 

    Yes please, when you have 20 custom reports for one client, you do not want to favourite them all.

  2. New invoicing - Retain formatting and special characters in Contact 'To' field

    6 votes

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    4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.

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    Lisa Hunt commented  · 

    I particularly need to turn off the autosave. We use A2X to import sales and I consolidate the transactions before approval. If I make a mistake consolidating the numbers then the autosave is a real hinderance.

    Lisa Hunt supported this idea  · 

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

    424 votes

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    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.

    Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.

    We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.

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    Lisa Hunt commented  · 

    I have two clients who enter their sales invoices manually and don't need to send them to clients. They both HATE the new invoicing and although I am trying to encourage them to get used to it, it is a hard sell. The extra time to add the contact and approve and email is of no benefit to anyone. We need the option to unselect these options.

    Lisa Hunt supported this idea  ·