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← Share and support customer ideas for Xero

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7 results found

  1. Homepage - Widget for overall cash balance

    48 votes

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    16 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, it's great to hear the use you find in this widget on the app. With the new homepage experience our product teams are listening closely to feedback and I've made sure to pass this on. We'll let you know if there are any plans to add this on the web version, here.

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    Trevor Huett commented  · 

    It is pretty obvious that a total cash balance widget should be available to show on the new bank screen.

    Trevor Huett supported this idea  · 

  2. Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss

    53 votes

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    submitted  ·  8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Trevor Huett commented  · 

    A report that combines actuals YTD and forecast/budget for the remainder of the FY would be very useful.

    Trevor Huett supported this idea  · 

  3. Reconciliation: Find and Match - add filters for date ranges

    51 votes

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    submitted  ·  11 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Trevor Huett commented  · 

    When I receive payment from my credit card account e.g. Windcave, that payment may include up to 100 customer invoices. The only way I can allocate the payment is to enter either a customer name, an invoice number or amount. This is very, very times consuming. If all of the invoices from my online store are issued with the same date at the Windcave payment, it would be much quicker to simply choose all of the invoices issued on the same date and allocate in bulk. There must be many, many Xero users that must spend a lot of time allocated these credit card receipts.

    Trevor Huett supported this idea  · 

  4. Receivable Invoice Detail report - Add the Project Name

    5 votes

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.

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    Trevor Huett commented  · 

    I have to check that my client has assigned all sales invoices to a project. ATM, I have to open each invoice to check.

    Trevor Huett shared this idea  · 

  5. Projects - bring Expenses through when Duplicated

    8 votes

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    submitted  ·  3 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Trevor Huett commented  · 

    We have a master project set-up with specific cost lines. We want to be able to duplicate everything in the project so our projects can be managed uniformly.

    Trevor Huett supported this idea  · 

  6. Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis

    10 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Trevor Huett supported this idea  · 

  7. Projects - Close or archive tasks

    58 votes

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    submitted  ·  31 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Trevor Huett commented  · 

    This will make project management much easier.