Settings and activity
6 results found
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10 votes
Thanks for the feedback here team, understand how reflecting the order of the bank accounts from the bank accounts page would be useful for some users.
We'll continue to track interest in this here and let you know if there are any updates to the behaviour of ordering planned, however it's not in the pipeline at present.
In terms of showing new bank accounts - the first bank account you add is shown by default. As you add new bank accounts there is a banner that'll show to let you know new accounts are available and you can use the Edit homepage option to choose which widgets you'd like to have shown on your homepage.
Mariel Diaz
shared this idea
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785 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Mariel Diaz
supported this idea
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8 votes
Thanks for your idea here, Mariel.
Appreciate hearing why you'd like to be able to change the account for invoices that have auto sales tax.
We've reviewed your idea and now it can gain support from other community members.
I've created a new idea to track support in being able to find & recode here so we can get interest in this specifically.
If there is any plans made for either of these we'll update you through the respective idea. For now it can gain support from others in community 🙂
Mariel Diaz
supported this idea
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Mariel Diaz
shared this idea
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764 votes
Hi community, we appreciate your feedback and hearing the value that automating and sending reports would have for you.
We're happy to announce that our reporting product team is currently exploring ways to email & auto-schedule reports directly from Xero!
We'd like to invite customers who share reports regularly to be part of this early study, and wanted to share this opportunity with you all whop've supported this idea:
- This will involve a 45-minute video interview where we'll show early concepts and ask for your feedback
👉 If you’re interested, please sign up & book a time that suits you here
Please note: We’ll be running sessions from Australia/New Zealand, so times are limited.
Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.
An error occurred while saving the comment Mariel Diaz
supported this idea
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9 votes
We're grateful for your engagement and letting us know the changes that matter to you.
We request that each post is for a single idea, I've just split your one here so we can gather support for being able to edit the invoice or Find and recode transactions with sales tax separately - you'll find the other idea I created for you here
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Mariel Diaz
shared this idea
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672 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Mariel Diaz
commented
This is a big need. Please do place resources here. Thank you!
Mariel Diaz
supported this idea
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The good news update for 2025: Xero acquired Syft, and you can send out automated, customized, scheduled reports from there that use all of your data in Xero! Boom!