Settings and activity
5 results found
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67 votes
Thank you to everyone that's joined and shared feedback on our new homepage experience, here. Continuing to review and take this on board our team are working on some updates to the Invoices owed to you and Bills to pay widgets.
The intention is to offer more flexibility in the size of these widgets with the ability to reduce and remove the graph from showing.
I'll come back to share more as this progresses.
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Jacqueline Owen
supported this idea
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3 votes
Appreciate your feedback, and explaining how viewing bills due today from the homepage would help your business, Rick.
Right now we're watching all feedback we're getting about the new Homepage closely. We'll get a sense of the community interest for this here and share if there are any updates. Thanks
Jacqueline Owen
supported this idea
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55 votes
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to…
Jacqueline Owen
supported this idea
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28 votes
Hi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
An error occurred while saving the comment Jacqueline Owen
commented
As a self-employed user, the most important number I need to track is my pending tax liability. Currently, I have to leave Xero and use a government calculator to figure this out. Since Xero already has my income and expense data, this estimate should be a native widget on the home page. It would save me hours of manual work and help me set aside the right amount of 'tax' money every month
Jacqueline Owen
supported this idea
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55 votes
An error occurred while saving the comment Jacqueline Owen
commented
It would be really helpful if, when adding a new contact, the system allowed you to save their email address and full contact details at the same time—this would streamline the process and improve efficiency.
Additionally, it would be useful if the "Title" field and accompanying text box from a quote could automatically transfer to the invoice. I often include important client information in these sections (e.g. wedding details), and having it carry over would save time and reduce the need to refer back to the original quote.
Jacqueline Owen
supported this idea
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Even as a visual person, I find standard financial charts more irritating than helpful. I need a workspace built around Draft Bills and Pending Invoices so I can see exactly what actions I need to take right now. lThe 'Cash In vs. Cash Out' view that forecasts my position for the next 6 months, if fab would love to see a with a high-level outlook reaching 12 months.