Settings and activity
15 results found
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112 votes
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Sarah Smith
supported this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sarah Smith
supported this idea
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3 votes
Thanks for sharing your idea, and letting us know why having a prompt before deleting files is helpful, Elena.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will be keeping an eye out on the traction this idea receives within the community, here. Thanks
Sarah Smith
supported this idea
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19 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Sarah Smith
supported this idea
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360 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…
Sarah Smith
supported this idea
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12 votes
Thanks for sharing this, where you'd like an option to hide notifications like this one from the menu banner, and free up some space on the screen.
We've reviewed this. and now it's up to the community to get behind and support it. You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd like this too!
Sarah Smith
supported this idea
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17 votes
Hi team, we appreciate our customers differing needs and while we don't have any immediate plans to add an option to remove graphs this is an idea that we'll keep a close watch on here. If you have colleagues that'd like the same please make sure to share this idea so they can vote too.
We'll be sure to let you know if there are any updates.
Sarah Smith
supported this idea
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71 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…
Sarah Smith
supported this idea
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222 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Sarah Smith
supported this idea
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31 votes
Hi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage for you.
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 votes and comments about how they'd like to see this too!
An error occurred while saving the comment Sarah Smith
commented
I agree Laurie - the home page is not as clear as the older format.
Xero seem to have given in to their weakness, which is making everything REALLY BIG on the screen, thus requiring a lot more scrolling around.
This happened with the 'new' invoicing screen, and now again with the new home page.Sarah Smith
supported this idea
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3 votes
Thanks for your feedback and for pointing out how the term "Payments" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Receipt" or "Payment Received" might feel more intuitive and help reduce confusion when working through allocation of payments on an invoice.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Sarah Smith
supported this idea
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241 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.
An error occurred while saving the comment Sarah Smith
commented
So, despite your customers complaining about 'new' invoicing since it was launched (forced on us), your product team are still just working on it...?
This is one of the most common complaints (and yes, complaints, not just comments or ideas), on this portal, but Xero doesn't feel it necessary to listen and expedite the issues raised.
I've just received a customer survey from Xero, asking how likely I was to recommend Xero to a friend. When I selected the '0' button, strangely the survey was no longer taking responses .... Clearly your ears are closed unless the feedback is positive!
An error occurred while saving the comment Sarah Smith
commented
What about the size of new invoicing on the screen - way too large for the screen when I'm creating invoices with a lot of lines - is this 'issue' also under review as I note that the majority of users also find this unhelpful and it requires a lot of scrolling around to check/save .....
Sarah Smith
supported this idea
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787 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.
Sarah Smith
supported this idea
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An error occurred while saving the comment Sarah Smith
commented
"...another step toward improving history of new invoicing..."? Seriously?
This particular 'thread' was started in January 2024! I cannot believe that 15 months on, Xero have still not sorted the "new invoicing" issues raised by your community. I also cannot understand why Xero launched its "new invoicing" before all the 'kinks' were ironed-out. Did Xero undertake beta testing with actual clients/users of invoicing?
I'm afraid we have taken the same approach as some others - that is, raising invoices on an alternative system/sending them outside of Xero, and simply importing the finished items to Xero (so it cannot mess with them, although it still tries to...!) We don't use the history to log that the invoices have been sent, but assume that as they're on the system on a certain date, then that is the 'sent date'. Not an ideal work-around, but then, the whole history of "new invoicing" seems to be a shoddy, half finished, work-around, which is being updated in a piecemeal fashion as we, your clients, complain (seemingly endlessly).
Poor service Xero, very poor service indeed!
An error occurred while saving the comment Sarah Smith
commented
Well, I thought I was just being fussy wanting to keep Classic invoicing on Xero - I have only just looked at this thread and it appears many, many Xero users want to keep the Classic invoicing layout/function and not make the switch to New invoicing!
This does rather beg the question; why are Xero so intent on forcing the new invoicing onto it's users, rather than conceding that "no-one likes it"!?
From my point of view, I won't go into the history issues, etc, which have been thoroughly covered by many excellent contributors, but I would like to point out that even the way it looks on the screen is not ideal. There is no contrast and why does the invoice section have to fill the entire screen? My eyes cannot focus on the part of the screen I need to. Not very helpful Xero!
You have extended the time we were able to use Classic invoicing to the end of February - I would strongly suggest that you keep the two options, ie Classic and New Invoicing, and allow your (valued?) customers to choose the layout/function they prefer. -
8 votes
Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
Sarah Smith
supported this idea
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12 votes
Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
Sarah Smith
supported this idea
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Has the Xero Team responded on this duplication issue? It's clearly an issue that many have been experiencing.
We're a small company, but I still find duplicate records and have to go through the rigmarole of merging and archiving the duplicates.