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  1. Sales Invoicing - Automate 'send me a copy' on invoices

    129 votes

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    submitted  ·  78 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Sarah Schutte commented  · 

    I would like 'send me a copy' automated, or at least as a Setting within Contacts. Due to its new position on the screen, I periodically forget to toggle it on, which is really annoying as I like to also file the email+ invoice within my email folders for client propriety and keep track of any replies.

  2. Homepage - Simplify layout

    708 votes

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    352 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.

    Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:

    • More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
    • More customisation of information within a widget like being able to remove visuals
    • Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page

    We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.

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    Sarah Schutte commented  · 

    I would like to see Draft Invoices on the new homepage because it will remind me to send them out !!