Settings and activity
12 results found
-
20 votes
An error occurred while saving the comment 
Neil Kagan
supported this idea
·
-
34 votesNeil Kagan
supported this idea
·
An error occurred while saving the comment Neil Kagan
commented
I suggest being able to create a list of things to do that can't be completed immediately. For eg include an amount of RFBA before finalising STP for the year or check a general ledger entry next week. This list could pop up when the client file is opened.
-
77 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Neil Kagan
supported this idea
·
-
1 vote
Hi Neil, do you have an example of the sort of report you're looking for here? The Profit & Loss report will show you both the Gross Profit, expendable activities and Net Profit, which you can drill into the figures of to view the related items that make up the figure of in the Profit & Loss? Or is it something a bit different you're looking for here?
Neil Kagan
shared this idea
·
-
204 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
An error occurred while saving the comment Neil Kagan
commented
It would be good if one could use a report in one practice and copy it into a second practice so that you don't need to recreate the report.
Neil Kagan
supported this idea
·
-
297 votes
Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better.
We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ.
Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.
We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…
Neil Kagan
supported this idea
·
-
264 votesNeil Kagan
supported this idea
·
An error occurred while saving the comment Neil Kagan
commented
Would be useful and time saving if one could attached a PDF bank statement to the bank reconciliation.
-
257 votes
Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.
If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.
You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.
Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.
Neil Kagan
supported this idea
·
-
926 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Neil Kagan
supported this idea
·
-
5 votesNeil Kagan
supported this idea
·
An error occurred while saving the comment Neil Kagan
commented
When generating a P & L report and filtering for a tracking category, the budget does not automatically change to the option selected. ie a new budget needs to be created for each option budget.
Make this automatic that when a new option is selected to generate a P & L report, the related budget appears automatically without the need to create a new budget. -
159 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
An error occurred while saving the comment Neil Kagan
commented
Please get this sorted and enable consolidation. It is very critical.
Neil Kagan
supported this idea
·
-
169 votesNeil Kagan
supported this idea
·
I would like a report summarizing the name of the user, dates logged in and for how long and the total of the time logged in.