Settings and activity

8 results found

1. Navigation - Freeze bar at the top of the page to save scrolling

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   276 votes

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   81 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Sarah Henderson supported this idea  ·  24 September, 2024

2. Customer statements - Ability to auto email Statements to customers

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   343 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.

   What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire… more

   Sarah Henderson supported this idea  ·  24 September, 2024

3. Inventory - Increase all item prices by a percentage

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   11 comments  ·  Purchase orders, bills & inventory » Inventory  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we’re sorry it’s taken so long to come back to you with an update.

   We appreciate your patience, and understand the long silence may have been frustrating.

   Though our team had intentions of this work, unfortunately it did need to be put down with other important focuses for inventory. At this point this isn't something we've been able to put back on the roadmap.

   We recognise this may be disappointing, especially after our previous update. We still see value in your idea and hope we’ll be able to address it in the future. We’ve moved it to Accepted as a longer-term consideration, and we’ll update this post if that changes.

   Sarah Henderson supported this idea  ·  15 July, 2024

4. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   572 votes

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   99 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

   Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

   To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

   • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax rate.

   Work required to enable inventory only description lines is deeper than the surface of invoicing itself. The teams required to develop this are very much across the idea here, and would like to dive deeper into this but it's not in our pipeline just at this point. We'll be sure to keep you updated if this work is picked up. Thanks for your engagement.

   Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

   Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

   To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

   • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax… more
   Sarah Henderson supported this idea  ·  15 July, 2024

5. Xero Mail - Send as @company-name.com not message-service@post.xero.com

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   465 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.

   We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.

   As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.

   We’d really appreciate your input on the following questions, either on the idea here, or by reacting to our update and sharing your internal feedback;

   • Within your Xero account would you want multiple Users to be able to manage custom email domain settings, or just Administrators?
   • Does your domain have more than one mailbox associated with it?
   • Would you want to use the same domain across more than one Xero organisation?

   Thanks in advance for your inputs to these questions, which will help validate user requirements for this feature.

   We’ll provide another update here as soon as there is more progressive news to share.

   Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.

   We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.

   As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.

   We’d really appreciate your input on the following questions, either… more

   Sarah Henderson supported this idea  ·  15 July, 2024

6. MFA | Remove requirement to use

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   11 comments  ·  Users & setup » Login  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your feedback about multi-factor authentication, and this has been shared with our teams internally. Security and protecting your data is highly important to us and we want to be upfront that we don't have any plans for removing the requirements for logging into Xero with multi-factor authentication.

   That said, we're continuing to improve the experience and offering more ways to verify your identity when logging into Xero.

   Sarah Henderson supported this idea  ·  15 July, 2024

7. Contacts - Switch Contacts without going back to contacts page

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   7 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for sharing your feedback and use cases surrounding this idea. Being upfront this isn't something we have plans in the roadmap for atm, but are keeping a watch on the support of ideas through the forums here.

   I'll be sure to share if there are any updates, and in the meantime recommend sharing the idea with any colleagues that may find this useful and can also add their support.

   Sarah Henderson supported this idea  ·  15 July, 2024

8. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

   389 votes

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

   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. 

   Sarah Henderson supported this idea  ·  15 July, 2024