Settings and activity
4 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.
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Claire Townsend
shared this idea
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5 votes
Hi team, appreciate the thoughtful feedback in your idea here and while not a complete solve for what's being asked I did want to highlight for this specific scenario you may find favouriting reports useful. This will make that report easily navigable from the Reporting menu in our new navigation 🙂
Also, just another tool that might help to find items that have recently been edited - the History & Notes could be used and filtered to quickly see what transactions have been edited.
While we don't have immediate plans for enabling these sort of breadcrumbs our teams are continuously thinking about the logic and flows as they keep developing Xero features.
An error occurred while saving the comment Claire Townsend
supported this idea
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4 votes
Hi team, we appreciate interest and the detail you've shared on how being able to upload invoices similar to bills would be valuable to your business.
While not the exact same feature I'd like to highlight our Smart Document Capture that may solve your needs.
Smart document capture will analyse and suggest transactions for your uploaded files, and enables you to select the type of transaction it creates. 🙂 It'd be great to get your feedback if this addresses your use case, here.
An error occurred while saving the comment Claire Townsend
commented
It would be great if you could drag and drop files directly from an email (currently not working for me), and that information populated the billing fields too, to save you from entering all the information.
Claire Townsend
supported this idea
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39 votes
An error occurred while saving the comment Claire Townsend
commented
I agree. I used to be able to drag from an email, but for the last 8 months, this function has stopped working. It is too time-consuming to save everything in another file to upload.
Claire Townsend
supported this idea
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Add a settings feature where users would be able to customise the top bar to show frequently used shortcuts such as 'Drafts', 'Credit Notes', etc. This would enable users to select their preferred top bar, improving the user experience.