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31 results found
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8 votes
Nigel Halsey-Watson
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19 votesNigel Halsey-Watson
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45 votes
Hi everyone, thanks for your interest and support in the idea here. Our reporting team are exploring the idea of allowing customers to use different date ranges for individual reports within report packs. They're interested to connect with customers who use report packs (management packs, bank reconciliation packs or custom packs). They'd like to talk to you about;
- how you use them currently, and
- show you some potential designs which we’d like your feedback on.
If you’d be interested in taking part and are available between 20th Feb - 3rd March please complete this 2 minute questionnaire. This'll tell us a little more about you and ensure that we get a diverse mix of opinions. If selected, you’ll be invited to a video conversation with a couple of members from our design any and product team, lasting no more than 45 minutes. We'll round back once the teams had…
Nigel Halsey-Watson
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
12 votesNigel Halsey-Watson
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11 votesNigel Halsey-Watson
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13 votesNigel Halsey-Watson
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9 votesNigel Halsey-Watson
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9 votesNigel Halsey-Watson
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8 votes
Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
Nigel Halsey-Watson
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42 votesNigel Halsey-Watson
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18 votesNigel Halsey-Watson
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50 votesNigel Halsey-Watson
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14 votesNigel Halsey-Watson
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37 votesNigel Halsey-Watson
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21 votes
Appreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
Nigel Halsey-Watson
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35 votesNigel Halsey-Watson
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99 votes
Great to have your support and interest through this idea, thanks everyone. We appreciate the different ways you may use tracking and want to filter by these categories in reports.
We're currently working on improving the newer Profit & Loss to enable filtering of your Tracking categories so you'll be able to compare tracking columns without needing to go to layout editor. I'll keep you in the loop of more news for this, here. 🙂
Nigel Halsey-Watson
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305 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Nigel Halsey-Watson
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355 votes
Hi team, as noted (thanks Geoff) we're leveraging Xero's existing eInvoicing capabilities for this work which is the reason it'll only be an option within the regions that have the Peppol network available.
As this is adopted by more bodies across the world, in turn the availability of this feature would naturally broaden, too - Read more through our Blog
As of today, AU and NZ Xero accounts registered to receive eInvoices can join the Beta to have their subscription invoices sent via eInvoicing - check out this Xero Central article to find out how to opt in.
Nigel Halsey-Watson
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254 votesNigel Halsey-Watson
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