Settings and activity
19 results found
-
59 votes
Bishop Fleming
supported this idea
·
-
82 votes
Hi team, we appreciate the interest being able to see the information that is most important to you or a specific user from the homepage.
Our product teams are paying close attention to the feedback and what would be most useful to our customers as they continue to develop this experience. Being upfront, Purchase orders widget is not in the roadmap atm, but we will be sure to share of there are any plans made for this, here.
Bishop Fleming
supported this idea
·
-
486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Bishop Fleming
supported this idea
·
-
788 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
Bishop Fleming
supported this idea
·
-
13 votes
Hi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
Bishop Fleming
supported this idea
·
-
51 votes
Hi team, I know it's been sometime since our last update and you're eager to know where this is at. I'm pleased to share that a feed for Cynergy bank is now in development.
I'll be back to update as soon as this becomes available so you can get the connection going 🙂
Bishop Fleming
supported this idea
·
-
84 votes
Hi everyone, thanks for all the support for a bank feed with Aldermore Bank. We are aware of the interest here, and are currently exploring the possibility of this feed.
As some of you have noted, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.
Another way you can help is by letting Aldermore Bank know you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.
We want to be transparent that while we're aware of the demand…
Bishop Fleming
supported this idea
·
-
4 votes
Thanks team, we appreciate wanting more visibility of the timestamps for chat to help when referencing and this is something we have intentions of developing but don't have timeframes of just yet.
I'll round back to confirm once this work gets picked up.
Bishop Fleming
shared this idea
·
-
67 votes
Hey everyone, it’s been a little while since this was raised, so we wanted to check in.
We've reviewed this idea and have moved it to Gaining Support status.
To help the idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Bishop Fleming
supported this idea
·
-
33 votes
An error occurred while saving the comment Bishop Fleming
supported this idea
·
-
8 votes
Thanks for submitting your idea on Xero Product Idea's, Domenico. As you may have seen there is the Total Cash In and Out graph on the dashboard of the app. The dark blue bars show the total amount of cash that’s come into your bank account per month, and the light blue bars show the cash that’s gone out.
Appreciate there's no way to show this only based on invoices, or for a year view atm.
We'll monitor and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
Bishop Fleming
supported this idea
·
-
54 votes
Hi everyone, thanks for sharing your feedback on payroll tracking. We understand some of you want to see gross wages, tax and super broken down by department and timesheet categories.
In May 2025 we released an update which allows super and leave to be allocated to employee groups, which helps track full wage expenses across departments or cost centre.
As you’re aware, our timesheet reports can be filtered by tracking categories, however the reports summarise hours rather than a total wage breakdown.
We've shared this idea with our product team. We really appreciate the feedback however further payroll tracking features are not in the near term roadmap so we'll update the status to Not in Pipeline at this time.
We’ll continue to monitor your interest and feedback as we plan future improvements to Payroll reporting.
Bishop Fleming
supported this idea
·
-
7 votesBishop Fleming
shared this idea
·
-
153 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Bishop Fleming
supported this idea
·
-
184 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Bishop Fleming
supported this idea
·
-
133 votesBishop Fleming
supported this idea
·
-
69 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Bishop Fleming
supported this idea
·
-
215 votesBishop Fleming
supported this idea
·
-
51 votesBishop Fleming
shared this idea
·
ability to run customer sales reports for all contacts showing sales for a selected month/month, year/year