Settings and activity
7 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.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Natalie Hosni
shared this idea
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31 votes
Hi everyone,
Thanks so much for taking the time to share your feedback and explain how this would improve your experience with Global Search.
We’ve reviewed this idea and are moving it to Gaining Support so we can continue building a clearer picture of how valuable this would be for customers.
The suggestions and examples shared here have absolutely been noted. They help highlight where the current search experience can feel limiting, and they give our team useful context about the types of improvements customers would most like to see. The feedback shared so far is thoughtful, constructive, and well worth capturing.
If this idea would help you, please keep voting and add any comments or examples of how you’d like this to work in practice. Real examples of what you’re searching for, what results you expect, and where the current experience falls short are especially helpful as we continue…
An error occurred while saving the comment Natalie Hosni
supported this idea
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1,473 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Natalie Hosni
commented
Delivery address update is working where it stays on the invoice, but it would be great if you could create a box like the reference box where you could manually enter in an address or a previous one from like a drop down menu in the box, it's a bit of a pain to have to constantly click on the contact and change details as companies use a variety of addresses.
Could you also look into adding another reference box or another box so you could add specific notes instead of adding it to where all the products are listed.
Some companies may bill a certain person but require the delivery address contact and details to be someone different, could these also be looked into, like I said above where we could manually enter details.
Example
Delivery Details
Contact Name Joe
Phone 0421521324
Delivery Address
10 Queen Street
MelbourneNatalie Hosni
supported this idea
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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.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Natalie Hosni
shared this idea
·
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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.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Natalie Hosni
shared this idea
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518 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
An error occurred while saving the comment Natalie Hosni
commented
Can you make this urgent this is a breach of privacy to have users be able to see what is in the bank account. You should have each report separate so we can select which report we want someone to see and what they are able to see on their home page.
Natalie Hosni
supported this idea
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122 votes
Hi community, we appreciate the comments about your needs in this idea.
We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.
With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.
We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.
There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share…
An error occurred while saving the comment Natalie Hosni
commented
Could you please also make sure that Packing Slips are changed to reflect the different delivery addresses or can you add a Delivery Docket.
Natalie Hosni
supported this idea
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It would be good for Xero to search the whole system for certain keywords. Sometimes we need to put more than one address on the invoice and when you go to search it only limits you to reference, invoice etc, but having to put all addresses in the reference makes it messy. So, it would be great to be able to search the whole system including information in Invoices or Quotes.