30 results found
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profit and loss
Profit and Loss widget needs to be able to switch between cash and accrual as per the app.
I also believe a GST payable could be another small widget so that business can see daily/weekly/monthly/qtr how much they should put aside for gst liability. As i constantly put this account onto the watched accounts dashboard for all clients and I know others do also.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Gross Profit Widget pls ASAP. This was always the first thing I looked at on my old homepage. I love the addition of Net Profit - Thanks
Gross Profit Widget pls ASAP.
This was always the first thing I looked at on my old homepage. I love the addition of Net Profit - Thanks1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Suggest you make the business specific email address easier to find, like it used to be
Suggest you make the business specific email address easier to find, like it used to be, as the current long winded process to find it is very time consuming to pull up even for 7yr users of Xero
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Quicker/easier to see total of upcoming bills needing payment
In the "Bills to Pay" widget, include the bills "Awaiting Approval" $value at the top of the widget, in bigger font, so it's more visible
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage idea: If there was a window with often used suppliers that you could just click and quickly copy or edit a bill.
Homepage idea: If there was a window with often used suppliers that you could just click and quickly copy or edit a bill.
1 voteHi Skubi, I know it's not directly on the Homepage but it sounds like the Expenses by contact report might do the trick of what you're after here? If you save as custom with your filters then favourite the report you'll be able to quickly access this anytime from the Reports dropdown menu and can click into the details of your report to open and copy a bill.
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Homepage | Invoice and Bills widgets - Option to make smaller
Make invoices to pay & bills boxes smaller these are the two functions I use most & now have to scroll down every time i want to use them
1 voteHi Emma, just want to highlight that you can Edit the Homepage to customise where on the screen each widget is shown. So, if you wanted you could place the Invoices owed to you, and Bills to pay widget right at the top so these are always shown first. Does this help at all?
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Client would not have to go look for the report
Would like the GST/HST Returns In progress section to show on the Homepage instead of the Chart of Accounts Watchlist. My clients could see at a glimpse what is owed for the 2 periods in progress vs the Chart of Accounts Watchlist showing a YTD balance owing.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Totals for customers on a net basis
Running totals invoiced per customer by month, quarter, year etc..
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Adding Cashflow manager view into the dashboard
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Ability to personalise each account
Have the ability to name each account for example, working account, tax savings account, etc...
1 voteHi Jill, thanks for sharing your idea with us.
We’re reviewing it at the moment, and it would be helpful if you could clarify what you mean by “account.” Are you referring to a bank account, a customer account, or another type of record?
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