Settings and activity
10 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Elliot Colbert
shared this idea
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1 vote
Great to hear how this would be useful to you, Elliot. While it's not something we have immediate plans for we'll start to get a wider feel of interest through your idea and I'll let you know if there's any progress.
An error occurred while saving the comment Elliot Colbert
shared this idea
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2 votes
Thanks for the feedback here, Renee and Elliot.
While this error also existed in the older bills experience there is a slight difference in behaviour, and I can see the contradiction when the field shows as optional in the new experience.
I've shared this all back with our product team and they are having a closer look - As soon as I have an update I'll share with you here 🙂
Thanks for also coming into our Support team about this too Elliot!
An error occurred while saving the comment Elliot Colbert
commented
Thank you Kelly! I am familiar with this behavior from the old bills experience, where if you change a bill's line item(s) without updating the "total" field to match, the bill will not save, and will throw an error instead. While somewhat tedious, I find this to be a useful check - I'm a grudging fan of the behavior.
The issue here though is that if a new $0 bill is created (whether from a $0 recurring bill template as in my case, or 100% from scratch in Renee's), it feels like overkill to be forced to enter the intended total in the "total" field as a secondary check (especially when the field is literally marked optional) - I trust myself to enter the bill correctly, without being forced to enter a variance check.
(For whatever it's worth, my Xero organizations do not show the "new" bills view when creating bills from scratch yet, so I've never experienced the behavior Renee describes - but my draft bills that are generated from a recurring template do show up in the "new" view.)
Thanks again!
An error occurred while saving the comment Elliot Colbert
commented
I have a recurring bill with a $0 bill total, since the amount varies by month. Ordinarily, I've always been able to add value to the bill's line item(s), and submit the bill even though the total amount is different from the saved $0 recurring bill total (which I realize I would be unable to do if the saved recurring total were anything other than $0).
However in the "new version" of Bills, I now get a "Totals don't match" error when I try to submit. This was especially surprising considering that the "Bill total" field even has the word "optional" written next to it.
Anyway, this behavior is really not helpful - I can understand wanting to flag variance when you have two totals that don't match, but if the original total was $0, I much prefer the prior behavior allowing users to just enter the total once.
And just to confirm, I switched back to the "old version" and had no issue submitting the bill.
I have lots of feelings about the "new version" of billing, some good and some not, but this is by far the worst change I've encountered so far. Please let me know if this is expected behavior and if so, I'd love for it to be flagged to the Bills team that it's not appreciated.
Also, just FYI - I originally raised this as a support case, but was directed in that channel to submit it as a Product Idea instead, so I'm now doing so. Thanks!
Elliot Colbert
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Elliot Colbert
shared this idea
·
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Elliot Colbert
shared this idea
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313 votes
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
Elliot Colbert
supported this idea
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187 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
An error occurred while saving the comment Elliot Colbert
commented
I've raised this issue off-the-cuff in a few Xero Research sessions this year, but have otherwise mostly forgotten about it since Andrew G's CSS workaround has worked so brilliantly.
But for whatever reason, it broke yesterday (in Firefox - I've tried deploying it in Chrome this morning and am not having any luck, but I'm not sure if it's the code or just my DevTools skills).
Until this nightmare is resolved, I can't possibly recommend Xero to anyone looking to escape their QuickBooks environment. And I'm personally embarrassed for the design team that hasn't chosen to address this over the last six months.
I'm not a UX professional, but I'm certain that "knowing where to look" is a basic principle of good design. And if you tracked my eyes searching through a familiar set of accounts while my homepage scales from 2 to 3 to 4 columns, you'd see them rolling around my skull.
(I have painstakingly grouped 6-12 accounts each across 8 Xero organizations into Bank, Card, Stripe, etc. in my standard 2-column layout, only for all of that to explode when my homepage scales to 4 columns.)
Right now, the only thing standing between me and being disgusted to even open Xero every day is Andrew G hopefully updating their bit of CSS code - what a sad state of affairs.
An error occurred while saving the comment Elliot Colbert
commented
Huge thanks to Andrew G for this improved custom CSS (which is well worth updating for anyone else using it). It now functions exactly the way I'd like to see it implemented in the product (aside from the left-right sorting issue that they mentioned).
If anyone needs help enabling it in Firefox, I followed these instructions through Step 4 and it worked perfectly (noting that the file to update is userContent.css, not userChrome.css). https://www.reddit.com/r/FirefoxCSS/wiki/index/tutorials
Regarding the new Homepage in general - all I can say is that I've fully made my peace with the new look (and actually quite prefer the "quantized" widget sizes), but this sorting and especially scaling behavior remains 100% inexcusable.
An error occurred while saving the comment Elliot Colbert
commented
Thanks Kelly for this update - I appreciate the effort towards providing a solution, but based on my limited understanding of what you're describing, I feel that tying the saved layout to each device/display misses the mark for two reasons:
1. Most fundamentally, on any given display, I might use Xero at a range of browser widths (namely, half-screen or full-screen), and I'd like to see the same column layout in each of those widths.
2. Even when moving between a large display and a small display (e.g. external monitor to laptop), I still want to see the same column layout, regardless of the size of my browser window on either device (half-screen or full-screen) - and if the "saved layout" for that device is tied to the (scalable) number of columns that fit in a window, I'm going to see a different number of columns regardless.To put it most simply: ***my eyes are trained to look for any given account widget in the same place on the homepage*** regardless of the display or browser window size - and without fixing the number of columns, that becomes impossible.
Forcing your users to memorize the locations of several (nearly-identical) widgets, on multiple homepage layouts, across the many multiple Xero organizations we manage, is frankly an insane UX decision!
I hope that I haven't fully understood the proposed solution, and that the updated instructions will clarify things further - but just in case, I wanted to add this feedback. Thanks!
Elliot Colbert
supported this idea
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An error occurred while saving the comment Elliot Colbert
commented
I'm finally grappling with the new homepage, and I realize that one of the first things that put me off is that all my widgets were scrambled from the order I'm accustomed to seeing them in (even when scaling my browser window shape/zoom to my usual 2-column view).
I see that this is because the old layout arranges my widgets in "vertical" linear order when scaling from 1 to 2 columns (going top-to-bottom down the left column first), where the new layout follows a "horizontal" order in scaling from 1 to 2/3/4 columns (going left-to-right across the top row).
I always prefer to use the Xero homepage in a "2-column" aspect ratio, so the old behavior was perfect for me. (And even if I were to change my window size, the widget grid dynamically scaling from 2 to 3/4 columns in the new layout is still disadvantageous to me - suddenly none of my widgets are in the position where I expect them!)
My strongest recommendation is to abandon that new behavior, and revert to a 2-column max layout.
But if that's not in the cards, then it would still be easier for users to switching to the new homepage if their initial 2-column view reflected the layout that they're used to on the old homepage (by re-sorting their widgets from the "vertical" to "horizontal" order).
Thanks for considering!
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5 votes
Thanks so much for taking the time to share this. I really appreciate how clearly you’ve explained the impact the new homepage is having for you, especially around feeling overstimulated and losing the clear flow the previous list-style layout gave you.
I can absolutely see why having a list view would make the experience feel more manageable, particularly when you’re working across so many accounts. Your feedback is thoughtful and specific, and it helps show how important flexibility and accessibility are in this space.
We’re moving this feedback into gaining support internally so it can help build visibility around the need for a list-style option and a less overwhelming homepage experience.
Elliot Colbert
supported this idea
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96 votes
Thanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.
We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.
Elliot Colbert
supported this idea
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254 votesElliot Colbert
supported this idea
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Thanks Kelly - it's not an urgent fix, but it does seem attainable enough (though I realize no interface update is trivial). Above all, it would just be a nice step toward uniformity between the five main account tabs (and as I mentioned before, would finally deploy this feature on the one tab where I'd find it most helpful as a bookkeeper).