Settings and activity
28 results found
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25 votes
Melissa Peters
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12 votesMelissa Peters
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1 voteMelissa Peters
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188 votes
An error occurred while saving the comment Melissa Peters
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17 votes
Thanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
An error occurred while saving the comment Melissa Peters
commented
Would be good to have the ability to add a reporting name for Bank chart of accounts codes in the same way that they work for every other type of code. This would allow the account name to that shows on the dashboard to make sense to the business owners but the formatting can still be changed for financial reporting.
Melissa Peters
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270 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Melissa Peters
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11 votesMelissa Peters
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410 votesMelissa Peters
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6 votes
Thanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this.
Melissa Peters
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33 votesMelissa Peters
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79 votesMelissa Peters
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330 votesMelissa Peters
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145 votesMelissa Peters
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276 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Melissa Peters
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459 votesMelissa Peters
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184 votesMelissa Peters
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193 votesMelissa Peters
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99 votesMelissa Peters
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48 votesMelissa Peters
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43 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Melissa Peters
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It would be great to have the ability to have custom report codes so that we don't have to use unrelated report codes to achieve our reporting needs - especially as reporting requirements change (such as the incoming not-for-profit reporting changes). At the same time we don't want to lose the functionality across the Xero platform.
But would be good to be able to create a "Custom Name" report code (such as "Capital Grants") and then assign this to a Xero Product level report code (such as the existing Grants - Rev.Oth.Gra). This would allow the reports and Xero workpapers to run as needed for the practice but set reports like the IR10 import into Xero tax could still un off the Xero level report codes.