Settings and activity
23 results found
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9 votes
So, just to confirm when you mention a chat box here - this would be an internal mechanism for use between different users within an org? Not related to support or interactions with Xero directly?
Appreciate your confirmation and sharing with us here.
Mel Gibbons
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11 votes
Really good to understand the different needs of our customers and can understand why you'd like more visibility of the organisations GST return date.
Our product team are tuned into the ideas here and tracking the interest this receives closely.
We'll share if there are any updates. Thanks
Mel Gibbons
supported this idea
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69 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Mel Gibbons
supported this idea
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61 votes
Hi team, thanks for the engagement this idea has received already. We appreciate hearing the differences in layouts and sizing of widgets that would be most useful.
Right now our product team are staying close to the feedback that is coming through this channel to carefully consider.
If there are any plans to share around the sizing of widgets we'll let you know!
Mel Gibbons
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6 votes
Hearing the different ways our customers would find tasks on the new homepage experience most useful is really valuable. Thanks for sharing your interest in being able to attach files with us here.
Right now, our product teams are considering all the feedback we're receiving from our customers on this new experience, and we will share if there are any updates for this with you.
Mel Gibbons
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11 votes
Hi team, just make sure we understand the request here - would this be to purely access custom reports, or is there something you'd also want to be seeing from a visual POV on the Homepage?
Thanks for engaging with us on this here.
Mel Gibbons
supported this idea
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309 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Mel Gibbons
supported this idea
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761 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.
Mel Gibbons
supported this idea
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353 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Mel Gibbons
supported this idea
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99 votes
Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
An error occurred while saving the comment An error occurred while saving the comment Mel Gibbons
commented
This is really important to keep track and follow up on Quotes
An error occurred while saving the comment Mel Gibbons
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When is this going to happen???
Mel Gibbons
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An error occurred while saving the comment Mel Gibbons
commented
Dashboard: - Can you please add Quotes as an option for the dashboards. Easier way to manage, follow up on quotes.
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12 votesMel Gibbons
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69 votesMel Gibbons
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483 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Mel Gibbons
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73 votesMel Gibbons
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46 votesMel Gibbons
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713 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Mel Gibbons
supported this idea
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1,282 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Mel Gibbons
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279 votesMel Gibbons
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485 votesMel Gibbons
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7 votesMel Gibbons
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Any update on this request. It seems to be a very logical and important thing to have on the dashboard. I have seen this requested many times over and I personally put a request in, when i first started using Xero in 2019. Its not just about the quick search to the quotes section, its to have an overview on the dashboard for easy view of the status value of the quotes.