Settings and activity
11 results found
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8 votes
Hi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
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Kimberley Stanley
commented
Would be helpful to have a drop-down menu to allow quick access to create new jobs/invoices (as per normal Xero) rather than having to click into each menu item - this seems like something that should exist across all xero products regardless
Kimberley Stanley
supported this idea
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791 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Kimberley Stanley
supported this idea
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27 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Kimberley Stanley
supported this idea
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27 votes
Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows in XPM.
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.
Kimberley Stanley
supported this idea
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30 votes
Thanks for your feedback on the pop-up label when hovering over client names in XPM.
This idea has moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. 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.
Kimberley Stanley
supported this idea
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65 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Kimberley Stanley
supported this idea
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63 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
Kimberley Stanley
supported this idea
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98 votes
Hi everyone, thanks for continuing to highlight how much time you could save with this feature.
We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.
We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.
We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.
I'll keep you updated of the…
Kimberley Stanley
supported this idea
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19 votesKimberley Stanley
supported this idea
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71 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
Kimberley Stanley
supported this idea
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188 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
Kimberley Stanley
supported this idea
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My comment has been merged into here but it is regarding XPM not projects - as I said this should exist across all xero products regardless!