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2 results found

  1. Chart of Accounts Watchlist - option for YTD transactions without code opening balances

    In the Chart of Account Watchlist we are wanting to track in year categories that have opening balances. We're changing the Chart of Accounts to make this fit but a toggle to include or exclude opening balances would be really handy so you can choose to see only true in year transactions

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    0 comments  ·  Homepage  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 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 🙂

  2. Navigation - Multi-entity dashboard showing outstanding invoices/bills and unreconciled statement lines

    I am a Xero user (not Practice Hub/XeroHQ) with user access to 33 Xero files. Each day I need to go into each individual Xero file if I want to check what Bills are coming due or outstanding sales invoices. Would it be possible to improve the My Xero screen which shows all the Xero files I have access to to be more like a dashboard showing what is outstanding/due and what tasks are needed across all Xero files. Thanks :)

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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jessica, thanks for bringing this idea to our attention. We understand that a single view showing key items like outstanding invoices, upcoming bills, and unreconciled transactions across all your organisations could make it easier to prioritise work and keep on top of daily tasks without switching organisations.

    We’ve updated the idea to Gaining Support while we continue tracking the interest and feedback shared here.

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