Settings and activity
11 results found
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55 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment 
Julia Waghorne
supported this idea
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52 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Julia Waghorne
supported this idea
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552 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…
Julia Waghorne
supported this idea
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2 votes
An error occurred while saving the comment Julia Waghorne
commented
Agree with Jo Russell. I used to simply create a folder under the Inbox with the YE date, and drag and drop to my created folder in one movement. Or I could drag and drop from my computer to the folder I had created. This having to go through the Inbox first is time consuming and annoying. Plus sometimes if I can see immediately in the folder I want to save to that I have saved a previous file - now I have to go into archive, click on the folder, then go back out to the inbox to add a file, then seelct it to move to archive. I much preferred the old one. I think Archive should only be for past folders that are not currently being used, and we should have the option to archive any folder when we are not needing it on a daily basis anymore. The new way is a big time consuming NO from me.
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82 votesJulia Waghorne
supported this idea
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An error occurred while saving the comment Julia Waghorne
commented
Yes please. I need the time saving idea of having the page selection option on the Bank Reconciliation Page at the top and the bottom. It is annoying to have to scroll to the bottom of the screen to get to the last few pages if I need to reconcile something more recent before the older transactions. This is a regular occurance, and if the page selection was at the top AND the bottom of the page it would be totally dreamy!! PLEASE ADD THIS!
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39 votes
An error occurred while saving the comment Julia Waghorne
commented
PLEASE add a search function to Files. A couple of clients save absolutely everything (which is super handy), but when scrolling through screeds and screeds of documents to hunt for one document, means I can't see it for looking. If I could just type the key word that I know would bring it up instantly, it would save my time and my eyes from going crosseyed.
PLEASE do it! I am begging you!Julia Waghorne
supported this idea
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80 votes
Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
Julia Waghorne
supported this idea
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170 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
An error occurred while saving the comment Julia Waghorne
commented
I am not looking forward to having any time without this function. The time I spend on this will double if not more! As it will become manual. Copy paste... copy paste.... copy paste... lines and lines of detail. Triple checking to ensure nothing missed. The double handling will be a nightmare. PLEASE get this going URGENTLY!!!!
An error occurred while saving the comment Julia Waghorne
commented
I came here to request this option comes over to new invoicing. The Copy To under Invoice Options needs to still have the options: Invoice, Purchase Order, Quote and Bill. The exact same information is required to be copied over in one hit instead of typing it all out again, or opening 2 pages on the browser to copy... paste... copy... paste info from a huge lengthy invoice. I desperately need a customer invoice to be able to be copied to a supplier Purchase Order.
Julia Waghorne
supported this idea
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73 votes
An error occurred while saving the comment Julia Waghorne
commented
Yes this is a need! As sometimes a quote might be partially completed, and only part of it is due for invoicing - but the remainder needs to stay put, ready for the job completion.
Julia Waghorne
supported this idea
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91 votes
An error occurred while saving the comment Julia Waghorne
commented
Yes please. This is needed. Seems some paperless aps do not accept multiple documents if attached as extras. Please make it so you can toggle a "Add Attachments to Invoice to make into one document". Otherwise it means we have to print, then scan back in as one document or pay for a whole other app to do this. Not very paperless or streamlined.
Julia Waghorne
supported this idea
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488 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 Julia Waghorne
commented
Very important! I need to be able to use an existing invoice and copy all the details to a Purchase Order, not just another invoice. The invoice details are long, so this is going to become VERY time consuming if I can't just copy it all to a Purchase Order.
Also, I have noticed that when I copy to another invoice when using the exact invoice from the previous week it doesn't bring the contact name across. Annoying!!
Julia Waghorne
supported this idea
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This new refresh has NOT made it simpler or efficient. I am having to keep changing between screens just to move a file. Can't drag or drop into the archived folder, means I have to first put it in Inbox before moving it. More time consuming and yes more clicks.
Why on earth did you mess with what was already there? This new way is terrible! The old way was way better.
If you MUST have an archive folder, let that be used as required and as chosen by the user. Like - folders from 7 years ago... If I choose to archive it, I can move an entire folder to Archive. Don't force them ALL there! Whoever came up with this idea needs sacking!