Settings and activity
112 results found
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16 votes
Elisa Harris
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13 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
Elisa Harris
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83 votesElisa Harris
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53 votesElisa Harris
supported this idea
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304 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Elisa Harris
supported this idea
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420 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Elisa Harris
supported this idea
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14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
Elisa Harris
supported this idea
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776 votes
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.
Elisa Harris
supported this idea
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470 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Elisa Harris
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84 votesElisa Harris
supported this idea
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613 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Elisa Harris
supported this idea
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74 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Elisa Harris
supported this idea
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40 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
An error occurred while saving the comment Elisa Harris
commented
Please make it possible to further categorise our reports under different headings (similiar to notes under a client, where you can make your own headings/folders for them to fall under). When you have hundreds of reports created over the months or years, it helps to be able to categorise them, for example, into 'Single Use Only' (reports for a specific task, not likely to need again, but no point in deleting them), 'Payroll,' 'Managers Reports' or 'Partners Reports' (how else can I keep track of what reports to add to a staff member when they first start, when there are hundreds of options of what they might need in their new position).
Elisa Harris
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47 votes
An error occurred while saving the comment Elisa Harris
commented
Definitely - seems silly to be able to move one but not the other
Elisa Harris
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57 votesElisa Harris
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24 votes
Hi Vanish, to confirm what you're asking here - Are you saying you'd like the ability to print a tax return excluding bank details and date of birth?
Elisa Harris
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129 votesElisa Harris
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28 votes
An error occurred while saving the comment Elisa Harris
commented
Further to Janet's comment, not only is it highly unprofessional, but also highly inefficient. Defeats the purpose of the quick and easy cover letter if you have to PDF edit every time you download. Leaves a wide margin for error.
Elisa Harris
supported this idea
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162 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Elisa Harris
commented
Yes, this is important to us. We had this in our last software, Handi, and it really helped in speaking to a client to be aware of what age bracket they fall into, whether they are the father or son in a relationship (if they have the same name), whether they are still a minor or have now become an adult etc without having to do the math calculations. I can't tell you how helpful I found this function in our old system, and how much I miss it already in XPM. I assure you it can be very important for tax purposes, where so much is dependent on a client's age!
Thanks!Elisa Harris
supported this idea
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3 votesElisa Harris
shared this idea
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Agree - so much more cumbersome now. I have no problem with things being updated and refreshed, but not at the expense of crucial features...why would we remove functions? I would think progress means adding functionality, not deleting.