Settings and activity
14 results found
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24 votes
Appreciate the feedback, Douglas and this would be good to get a sense of the interest from others around.
As you've noted the new Homepage is responsive and will auto adjust up to 4 widgets wide based on your device and computer and browsing zoom options.
We don't have any plans around enabling user based customisations to this layout but lets start by getting a gauge from community in this here 🙂
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Heather Perry
commented
It would be nice to be able to lock in number of columns and tile order in each homescreen for a user. I have different sized monitors that I move screens between both depending on task. The one smaller monitor displays 2 columns in Xero and the other larger one displays 3 columns in Xero. I cannot organize a page to display the same way on both screens which means there is order for one and chaos for the other. I also hate how the widgets have to move to reorder. Instead of being able to stack all bank accounts in the left column like the feel we are used to we have to play with adding useless widgets to match column lengths and keep all items in line. Very much dislike all these changes and them being pushed down on us in the busiest month for the accounting profession.
Heather Perry
supported this idea
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238 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…
Heather Perry
supported this idea
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196 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Heather Perry
supported this idea
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741 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
Heather Perry
supported this idea
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480 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 Heather Perry
commented
New layout is still lacking majorly. Still oversized and scrolling around, still cannot use the tab plus type over features available in the old screens (i.e payments area and other edits). Still requires clicks and additional work to add payments. New invoicing is not better than the old invoicing. I am still failing to see why we are being pushed into a new product that is subpar.
How can you say that the new layout is better when we still cant even get everything on one screen when the old does it just fine?
An error occurred while saving the comment Heather Perry
commented
Keep classic invoicing. These updates have been a time syphon and the product does not even match the functionality of the classic invoicing. Still no drag to drop, no keyboard interface (tab through type over options and enter to accept), and the oversized bulkiness are just a few of the problems that cause it to not match the features we have now. This large overhaul of moving buttons from the bottom to the top and no real feel of continuity with what is currently available in the software is very unappealing. Add that to the ridiculous amount of clicks needed now, and you get a bunch of folks who don't like the "forward" **read backwards** move that is being made in this platform.
An error occurred while saving the comment Heather Perry
commented
New invoicing is clunky and oversized. It does not function as smoothly as the classic invoicing and the whole layout of the page is changed. The full data of an invoice now needs a left to right scroll (WHY?) and pretty much whatever was at the top is at the bottom and vice versa. Payment application is now less efficient with clicks into the add payment when it was just available at the bottom with tab/text write over capability. Why are we moving backwards in the features and not able to tab/type anything here? Also the add payment bubble now covers account numbers so if you need to offset something, open yet another screen to look over the invoice data while you complete entries. Adding a payment also now dumps you in the paid screen where the classic invoicing put you back in awaiting payment and was great because that's where most people working the file need to go next. I know I added a payment, now I need to add a payment to the next invoice not click back into the old paid one again. In addition to all that, you can't just drag drop attachments anymore...more clicks.
A lot of people are just using classic invoicing until time runs up and these issues on the front end are going to multiply exponentially as people who are already adverse to transitioning are forced to. Time is a commodity in this job, and the inefficiency/full overhaul of this page makes it feel like a different software, not just a Xero update. I hope you hear us on this because right now, this is the most unappealing update I have worked with in my experience with the platform. -
19 votes
Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
Heather Perry
supported this idea
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211 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Heather Perry
supported this idea
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240 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Heather Perry
supported this idea
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389 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…
Heather Perry
supported this idea
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783 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.
Heather Perry
supported this idea
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362 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
An error occurred while saving the comment Heather Perry
commented
New invoicing is so inefficient with everything hidden in drop downs, no place on screen to add payments, and left to right scrolling. Horrible update experience thus far.
Heather Perry
supported this idea
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99 votesHeather Perry
supported this idea
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524 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Heather Perry
supported this idea
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1,053 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Heather Perry
supported this idea
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If we could just be allowed to assign widgets to columns instead of in side by side order that would be much more beneficial. So then we can keep the 2 wide look or upgrade to 3 or 4 wide if wanted. Right now it operates like an old simple Iphone app organizer where you can only move something in the order as is assigned 1-10 and not put it in the place you want it. Some of us don't want the columns to change dynamically based on screen size. This disorients the file and makes no consistency if you use different screens or devices.