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  1. Navigation - Quick access to last few pages accessed

    5 votes

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    3 comments  ·  Users & setup » Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Claire Townsend commented  · 

    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.

    Claire Townsend supported this idea  · 

  2. Invoice List view - Upload invoices (like you can with bills)

    4 votes

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    2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    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  · 

  3. Bills - Drag and drop Files from email into Xero

    38 votes

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    submitted  ·  9 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    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  ·