Settings and activity
30 results found
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18 votes
Hi everyone, thanks for your feedback on the frequency of the BNZ bank feed. We understand that getting timely transaction data is crucial for keeping your accounts up-to-date.
The way the direct feed from BNZ is currently set up means that transactions made over weekends and public holidays are sent through to us on the following business day. This is why you'll typically see these transactions appear in Xero on a Tuesday.
We will keep this idea open for the community to continue voting on. Your votes help us, and our banking partners like BNZ, to gauge demand and prioritise these potential improvements. We’ll be sure to post an update here if there’s any news to share.
An error occurred while saving the comment 
Murray Thompson
supported this idea
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65 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Murray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
I got tripped up with this when I was using Xero for the first time.
In other older packages such as XPA Accounting, if you edited the a Reversing Journal, the Reversal Journal would also be updated to reflect the edit.My suggestions are:
- To have Auto-reversing Journals auto-update based on the edits of the journal
- When an Auto-reversing Journal is edited, the reversing journal also appears side-by-side so that you can edit both at the same time.
-At a bare minimum, have a prompt when saving a Reversing Journal Entry saying: "The Auto-reversing Journal related to this journal may need to be reviewed. Would you like to review it now?". Then a click box to navigate to the Reversal journal entry.3 Possible fixes!
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17 votesMurray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
Yes - my idea is to use some space on the Blue Bar at the top and have an option to have a default Period selector. This would then apply to all reports when generated for the session.
For example, have an option to have:
-Last Financial Year +1 year
-Last Month +1 or 2 monthsSimilar to what is already at the top of each V2 Report, but instead of having to over-ride the time periods EVERY time for each individual report we run depending if we are doing an annual job or a monthly report, the selector as set in the blue bar auto-selects the correct time period AND comparison period.
I am pretty sure this is what XPA Accounting had at the top where you selected the default time period for the session.
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11 votes
Hi team, returning to the idea here we appreciate the added feedback.
Checking in with our product team this is working as designed. At present as you've described the selection for 'Show archived' is automatically selected when running the Account Transactions report, and even if you save as custom this option will default to selected each time the report is run so you'll need to make sure to uncheck this if you don't want to see these accounts.
The default of this option is to ensure that all transactions are shown in the report for the period it's being run.
We appreciate expecting the selection to be saved with other custom settings and this is something the team will consider as they prioritise their roadmap, but I want to be transparent that this isn't planned at this time. If there are any changes planned I'll be sure to update you…
Murray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
I agree - a better option is in the Account Transaction Report, to have the "Archived" option UNTICKED. If I want the archived accounts, I will click it.
With some entities with a LOT of old Archived Accounts, it does get annoying that you are sorting through the old archived accounts by default.
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26 votes
Hey team, we understand how frustrating it is to split larger budget files before importing them.
We've now introduced Budgets with Xero Analytics and import and export capability is something we're considering as this work moves forward.
We're still building on this new budgeting experience and we’ll share more when there's news around imports.
Murray Thompson
supported this idea
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66 votes
Hey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.
Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.
An error occurred while saving the comment Murray Thompson
commented
I agree. Even Acclaim Cashbook Complete uses this option of having a Yearly Column at the left hand side. If used, it automatically splits out the annual amount over the 12 months. This would save a LOT of time having to manually enter in the figures over each month, and then make sure some months have an extra $1 so the total of the 12 months equals the total amount for the year.
Murray Thompson
supported this idea
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22 votes
Hi all, thanks for calling out how much scrolling is involved when reviewing a full-year budget. The new Budgets experience provides a spreadsheet-style grid, inline editing, autosave and flexible start and end dates.
It’s a stronger foundation for working with budgets, although showing all 12 months and the total in one view isn’t something we've been able to work into this new experience, we’ll keep this feedback in view as the experience evolves.
An error occurred while saving the comment Murray Thompson
commented
I agree - this would be an easy fix to be able to see everything in Budget Manager. On a computer screen that is 1920 pixels wide, it displays the first 11.5 months, and then cuts the last month and the total. However, I have white space on the right hand side of the browser window, so there is room - just a simple tweak in the code to allow a larger frame within the browser tab!
See the screenshot attached.Murray Thompson
supported this idea
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5 votes
Thanks for bringing this to the community. We understand the request to have a single-column Trial Balance that shows the net balance for the current period.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share which reporting or import processes you’d use it for.
Murray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
I support this idea. Have an option to change the current year (2 columns), to change to a Single Column DR/CR:
Positive is a DR
Negative is a CR
Sum - Nil at the bottomThis would save a lot of Excel work. I was exporting this report to use as a base for a Journal .csv file for a consolidation, which just requires 1 column (+DR, -CR), so the same format would be appreciated.
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11 votes
Hi Sam, appreciate you sharing this idea — we understand where you're coming from.
Being able to quickly see your Xero subscription plan from within your organisation’s settings would definitely make things easier. Having to jump to a different section just to check your plan or see what features are included isn’t ideal, especially when you’re trying to make quick decisions.
At the moment, this info isn’t shown in the Organisation Settings, but you can view your plan by going to My Xero from the main menu and clicking on the Subscriptions tab. That’s where you’ll find your current plan and any add-ons.
This idea is now in the Gaining Support stage. If this change would make things simpler for you, feel free to vote or leave a comment — your feedback helps us understand what matters most and where we can improve.
Murray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
I agree with this - it would be handy to see on the Settings, Subscriptions " page the details of:
- Current Xero Subscription
- Any Add-ons (such as Payroll, Expense Claims).This would be the logical place to see this information to remain in the "Blue Xero" when I am discussing Xero over the phone with a client (about what they have or don't have). As my email address is not the subscriber, all that is displayed is details about the subscriber.
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803 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Murray Thompson
supported this idea
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63 votes
Hi everyone, appreciate the tractions on this idea.
It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.
I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.
Murray Thompson
supported this idea
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99 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Murray Thompson
supported this idea
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96 votes
Thanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.
We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.
Murray Thompson
supported this idea
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82 votes
Appreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
Murray Thompson
supported this idea
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Homepage - Ability to control what messages and adverts appear
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Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
79 votesThanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Murray Thompson
supported this idea
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137 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Murray Thompson
supported this idea
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7 votes
Appreciate users have differing preferences in how they'd like dates to be formatted in Xero, Leanne. We don't have any plans for changing this at present but will get a better sense of the wider interest from the community here.
Murray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
I believe this change is on the "Bills to Pay" screen only (Sales Invoices unchanged at time of writing).
The date and due date format has changed to Month Day Year, such as March 6, 2026, due Mar 20, 2026. Sorry, this is harder to read than the standard "20 March 2026". Can we get a change back please? (NZ user).
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5 votes
Hi everyone, thanks for sharing your feedback on this idea. We can see why this would be useful. We have reviewed this idea and can see that currently when you copy an invoice, the financial settings of the organisation take precedence over the settings from the original invoice. This idea is now in Gaining support status, which means it's open for community votes and comments while we monitor interest from users.
Murray Thompson
shared this idea
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64 votesMurray Thompson
supported this idea
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22 votes
Hi everyone, thanks for sharing this idea and engaging with us on this in Xero Product Ideas.
We can see the value in making the demo company more practical for testing, especially in being able to have greater control over clearing data, managing resets, and using a more relevant set of information to validate changes with confidence.
We have intentions of developing this area, and while this specific idea's not been roadmapped at this time, it's been highlighted and will be carried forward for thoughtful consideration in product planning.
If there are any updates we'll be sure to share with you all here.
Murray Thompson
supported this idea
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This isn't just BNZ, but all major banks - they have all gone to 7 Day Banking, but Xero only downloads bank transactions for the weekend on Tuesday morning.
What people would love to do is actually do some Bank Reconciling on a Monday for what has happened over the weekend! At present, as doing a book-keeper role, we have to wait until Tuesday to actually get the transactions up to date.