Settings and activity
198 results found
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42 votes
Jacqui Trumper
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45 votesJacqui Trumper
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14 votesJacqui Trumper
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81 votes
Thank you all for getting behind this idea and sharing your thoughts on how beneficial a shared leave calendar could be for team management and scheduling.
Our product team has been following this idea and agree that creating a shared calendar is a feature we would love to develop. However, it’s not currently on our immediate product roadmap, as we are prioritising other improvements at this time. We’ll continue to review and monitor interest in this request.
In the meantime, manually maintaining a separate calendar outside of Xero may help bridge the gap. We’ll update this thread if there are any plans made for a calendar within Xero.
Jacqui Trumper
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16 votes
Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
Jacqui Trumper
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53 votesJacqui Trumper
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19 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Jacqui Trumper
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41 votesJacqui Trumper
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23 votesJacqui Trumper
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594 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Jacqui Trumper
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26 votesJacqui Trumper
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44 votesJacqui Trumper
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116 votes
Hi everyone, thanks for sharing your thoughts on this idea.
We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.
Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.
Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.
Jacqui Trumper
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10 votesJacqui Trumper
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109 votesJacqui Trumper
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112 votes
Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.
Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.
While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.
Jacqui Trumper
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126 votesJacqui Trumper
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108 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
Jacqui Trumper
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103 votesJacqui Trumper
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475 votes
Hey everyone, thanks for all your valuable feedback and support on this idea here.
It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.
Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.
Jacqui Trumper
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