Settings and activity
33 results found
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2 votes
Appreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.
We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks
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Maggie Kavanagh
shared this idea
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101 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Yes totally agree. I had logged a request for a proper field chooser on the menu layouts most often used: Bills, Invoices and Contact Activity list. I guess my request was too general, but different companies have different needs. I had mentioned Net Total before VAT, but forgot to mention Tracking Option, vital for us.
Bills does have a column chooser but is limited and nothing useful for us.
Even Outlook has a field chooser to select what columns to display for emails, Xero needs to do this.
An error occurred while saving the comment Maggie Kavanagh
commented
Bills list - needs more useful fields so that we can find all bills for a specific project/tracking category for example. Allow the user to select the fields they want to see on the Bills list, rather than having fixed columns.
Maggie Kavanagh
supported this idea
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3 votes
Thanks for the engagement on this idea, team. You may have noticed over the past year we have made some updates to the Bills list screen that allows you to choose which columns to view, as well as introducing quick view which should make it a bit easier to see the tax and amounts you're after without needing to navigate away from the list.
Just to confirm while you can add Total, as column there is no tax amount column right now, and this isn't something we have planned atm however we'll continue to watch the appetite here.
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19 votes
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162 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
An error occurred while saving the comment Maggie Kavanagh
commented
We need this. We waste time entering all our individual budgets by tracking option into Xero every year; there's so little useful functionality in Xero. All our monthly and YTD accounting by client has to be done in Excel to get any useful, readable data.
Maggie Kavanagh
supported this idea
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An error occurred while saving the comment Maggie Kavanagh
commented
Xero Budgets - Xero needs the function to allow users to total up multiple individual budgets (in the same way the actual business is for all our clients in the P&L. Xero budgets are currently useless to companies with multiple budgets.
We enter about 50 client budgets into budget manager annually, but it's a totally pointless stand alone operation. We have to put everything into Excel so that we can actually manage budgets, actuals and variances through the year.
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195 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Maggie Kavanagh
commented
Totally agree with Supun - Xero should easily be able to cope with a batch of more than 200 bills. It is basic. Although I have noticed a lot of basic features missing on Xero, like selecting date ranges on some layouts, only available by paying for add ons. If Xero keeps restricting basic features to 'optional extras' then it'll become useless for us.
An error occurred while saving the comment Maggie Kavanagh
commented
Xero has merged the two separate requests to increase batch limit from 200, and to allow a filter on batches. I can see how a filter can help to reduce batch size to under 200 in some cases. But by combining both these requests into one, that just creates a larger job. Hence the new response now that no action is being taken:o)
An error occurred while saving the comment Maggie Kavanagh
commented
Not sure of the reason for the limit - can't see any response from Xero. But 200 seems a very low number to limit businesses to.
Maggie Kavanagh
supported this idea
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174 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Maggie Kavanagh
commented
Thanks Frank. Hopefully the developers will understand why the functionality is required.
Maggie Kavanagh
supported this idea
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79 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
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54 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Maggie Kavanagh
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8 votesMaggie Kavanagh
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50 votesMaggie Kavanagh
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10 votesMaggie Kavanagh
supported this idea
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518 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Maggie Kavanagh
supported this idea
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80 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
Maggie Kavanagh
supported this idea
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35 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Maggie Kavanagh
supported this idea
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97 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
Maggie Kavanagh
supported this idea
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631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Maggie Kavanagh
supported this idea
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21 votesMaggie Kavanagh
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48 votesMaggie Kavanagh
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81 votesMaggie Kavanagh
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Thanks for your reply Kelly. I did search for existing ideas first but nothing appeared.
I've now been sent an existing idea for Tracking Option to be included on Bills. https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45481174-bills-filter-and-view-bills-by-tracking-category
I had forgotten to mention that field specifically as an example. Tracking Option is another vital field/column that we need to align with our budgets.
We have to do so much completely manually in Excel that Xero should be able to do if we could just select the fields/columns ourselves. Just like Outlook does - field chooser for the user to select what columns appear in the list.