Settings and activity
53 results found
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421 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
Jessica Salmon
supported this idea
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584 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Jessica Salmon
supported this idea
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761 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
Jessica Salmon
supported this idea
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11 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
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.
Jessica Salmon
supported this idea
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48 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
Jessica Salmon
supported this idea
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27 votes
Thanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.
Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jessica Salmon
supported this idea
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59 votesJessica Salmon
supported this idea
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33 votes
Hi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
Jessica Salmon
supported this idea
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17 votes
Hi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.
Jessica Salmon
supported this idea
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151 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
Jessica Salmon
supported this idea
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61 votes
An error occurred while saving the comment Jessica Salmon
supported this idea
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4 votes
Thanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
An error occurred while saving the comment Jessica Salmon
commented
The golbal Xero search bar doesn't seem to find files when searching for terms included in filenames, which makes the ablility to search and filter from the list of files even more crucial. It's lack prevents users from making use of the file library's full potential.
With integrations like Hubdock that can bring in hundreds of files, it's inevitable files will get buried in the "All Archived" list.Jessica Salmon
supported this idea
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107 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
Jessica Salmon
supported this idea
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19 votes
An error occurred while saving the comment Jessica Salmon
commented
SA has an audit requirement for journal authorization, our client needs to approve our journals before we post.
The Journal report cannot show, or filter for, drafts.
Without journal authorization procedures in Xero this would be the next best thing as a workaround for us to send them a copy of the entries so they can approve.
Ideally for us: the export/print should use the checkboxes next to each journal that are currently only for "Void/Archive" for posted journals or "Post/Delete" for drafts.(Yes I'm aware of addons that integrate journal authorization. No we can't justify the added cost to the client for a feature that should be built into Xero. It is a standard audit requirement and the feature already exists for invoices/bills)
Jessica Salmon
supported this idea
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6 votesJessica Salmon
supported this idea
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20 votesJessica Salmon
supported this idea
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4 votes
An error occurred while saving the comment Jessica Salmon
commented
Having used Quickbooks Online, which allows users to add this column to their reports, I can say that this feature is exceptionally useful for reconciliations.
Hoping to see this in Xero.Jessica Salmon
supported this idea
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6 votes
Appreciate the feedback on invoice import notifications. Hearing how a prompt for new contacts could help keep your monthly utility billing clean and avoid unintentional duplicates is really useful.
We’ve moved this idea to Gaining support, so the community can now vote and share their own experiences. Any extra context about how this impacts your workflow would be helpful for others reading along.
We’ll share any updates here as the idea progresses.
Jessica Salmon
shared this idea
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3 votes
It’s great to see ideas around attachment previews, especially how support for .eml and .msg files could make audit workflows smoother.
This idea is now open for the community to vote on and discuss. Adding a few details about how it would fit into your workflow can help others understand why it matters and give the product team extra context.
We’ll keep this thread updated as things develop.
Jessica Salmon
shared this idea
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16 votes
An error occurred while saving the comment Jessica Salmon
commented
We've just had a client publish a large volume of documents incorrectly and the only means to find out what they've done is to go through the archive one by one.
There is no option to sort by publish date or user and the docs they published included historical proforma invoices that were intentionally held back for good reasons.
Hubdoc cannot have more than one org per email address, so their email was entered as the owner and we cannot restrict their access to prevent the error in future.An Audit trail is vital on systems such as these where multiple users can initiate irreversible actions that affect numerous integrated systems.
Jessica Salmon
supported this idea
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The golbal Xero search bar doesn't seem to find files when searching for terms included in filenames, which makes the ablility to search and filter from the list of files even more crucial. It's lack prevents users from making use of the file library's full potential.
With integrations like Hubdock that can bring in hundreds of files, it's inevitable files will get buried in the "All Archived" list.
Filter functionality should be included with search, so the user can narrow down results e.g exclude files attached to Bills