Settings and activity
31 results found
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64 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 -
16 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 Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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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25 votes
Hi everyone, thanks for your feedback on increasing the CSV import line limit for budgets. We understand that the current 500-line limit means splitting larger files into smaller uploads, which adds extra steps to the process.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Murray Thompson
supported this idea
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24 votes
Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
Murray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
My comment here is the ability to select a Start Period - this has been limited to only the previous 12 months. So, as I write this in September 2026, I can only select back to September 2025.
However, the Start date selection needs to be longer than 12 months - preferably 24 months or 30 months. I need to go back to the previous year (for example April 2025), export that budget to Excel, edit the dates, and then import the new file to have a new base for the budget. Currently, I have to run the Budget Summary Report (which is in a different format), and re-input manually.
The ability to select only 12 months was changed some years ago - previously you could change this start period date back to the first period of Xero. We don't need that many months, but more than 12 would be VERY helpful.
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65 votes
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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20 votes
Thanks Cecily, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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126 votes
Hi team, thanks for continuing to show your support and share feedback here.
We understand your concerns around the amount of space used and the need to scroll to view all columns, particularly when entering and reviewing journals.
We recently released a few enhancements to help with feedback we've received including;
- Improving column sizing, spacing and typography meaning you can see more detail without as much need to scroll.
- Added more space for the Description field and ability to scroll this field
- Optimised widescreen displays
- Increased the amount of time the "Journal posted" confirmation stays visible
- Ability to open journals in separate tabs
- Auto-removal of currency symbols when importing to reduce validation errors
We’ve also started working on a more compact view, which we’re aiming to release soon. 🙂
We appreciate the detailed feedback and examples you've shared here.
I'll come back to share as soon as the compact view…
An error occurred while saving the comment Murray Thompson
commented
On a computer screen that is 1920 x 1600 pixels, I still can't see the Credit Column. I have to vertically scroll down to the very bottom to find the Horizontal Scroll bar (quite annoying trying to see everything when I have a 50 Line Journal). This is just for viewing a Journal Entry as well - didn't even want to try to do editing / copying in this new mode - back to the old mode!
Murray Thompson
supported this idea
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798 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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95 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
78 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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135 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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62 votesMurray Thompson
supported this idea
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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!