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  1. 21 votes

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    Hi Lorraine, thanks for raising this idea. We understand having a separate description to describe a summary of work carried out would be a useful field to have. We'll open this idea up to the community to gain more support. 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.

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    Joanne B Coker commented  · 

    Please could it be an 'add content' option like in the reports so that we can add a note or work carried out or memo if needed but not always there as sometimes it may be blank.

    Joanne B Coker supported this idea  · 
  2. 7 votes

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    Thanks for taking the time to share this suggestion, Jacinta. We can appreciate how sticky navigation panes could make moving through XPH more efficient, particularly when working on longer pages or switching between different sections of a client record.

    We've updated the status of this idea to Gaining Support so we can continue collecting community feedback.

    Keep adding your votes and sharing your use cases. Hearing how this would support your workflow helps us build a better picture of the value this enhancement could bring.

    Joanne B Coker supported this idea  · 
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    Joanne B Coker commented  · 

    Please fix the top banners so that they don't disappear when scrolling down the bank feed. This would be really helpful when matching inter account transfers or intercompany transfers rather than having to scroll to the top to check which entity or bank account which screen is in.
    Excel can do this really easily.

  3. 273 votes

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    Thanks everyone, we want to acknowledge all the feedback about how we can improve your experience by making navigation easier while scrolling.

    Our product team are now exploring options such as a 'sticky' navigation bar or 'back to top' option, and appreciate all thats been shared about this by our community.

    While we can't commit to development as yet, I'll be sure to let you know further news of this, here.

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    Joanne B Coker commented  · 

    Please freeze the top two banners so that we can navigate the file without scrolling or tabbing to the top everytime. This would be useful when searching, looking through a large list of AP or AR or reconciling, payroll reports and to go to another client file - and to remind us which client file we are in on a busy day !!

    Joanne B Coker supported this idea  · 
  4. 33 votes

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    Joanne B Coker commented  · 

    Please change this default Xero, i want to set the replies to go to the company email address rather than the user. There is a function that specifies this if the invoice email is responded to via email but not if the link is clicked online. I'm referring to quoting specifically. The ask question button forwards the question to the user not the company. I am the bookkeeper and although i create the quotes as per client specs, I don't want the question or accept / decline to come to me.

  5. 208 votes

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    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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    Joanne B Coker commented  · 

    Choose who the replies go to when customer replies to a quote. Currently, the ask question, accept / decline replies go to the user who created the quote rather than the company email or the email selected in the email settings page. I create quotes for my clients and want the replies to go to them not to me as the bookkeeper.

    Joanne B Coker supported this idea  ·