Settings and activity
13 results found
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50 votes
Hi everyone, thanks for the suggestion! We understand that having more control over how your dashboard data looks would make it easier to interpret your practice’s performance at a glance. Customising graph and table colours isn’t just about aesthetics—it helps the data stand out in a way that fits your reporting needs or brand.
We know that adding more flexibility here would make it easier to focus on the metrics that matter most. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how visual customization could enhance your daily experience in Xero Practice Manager.
Rebecca Laurence
supported this idea
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59 votes
Hi team, thanks for sharing this! We can see how resizable widgets would make the Partner Hub feel more tailored to each practice. Some teams might want a big view of their Alerts, while others prefer a compact Time Summary—being able to adjust widget sizes would make the dashboard feel more like your own workspace.
Currently, fixed-size widgets can make key information feel crowded or require extra clicks to see more rows of data.
We’ve moved this idea to Gaining Support so our product teams can understand the demand for a more flexible dashboard. We’d love to hear from you—which widgets would you most like to expand or resize?
Rebecca Laurence
supported this idea
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90 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
Rebecca Laurence
supported this idea
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22 votes
An error occurred while saving the comment Rebecca Laurence
supported this idea
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48 votes
An error occurred while saving the comment Rebecca Laurence
commented
Weren't aware this wasn't a thing until we had a payment refunded instead of transferred to Working for Families. Think this is vitally important and should be added to the top of the list for developers.
Rebecca Laurence
supported this idea
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225 votes
Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.
We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.
Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.
An error occurred while saving the comment Rebecca Laurence
commented
Hello Everyone
A work around that I have managed to do is create a custom report by adding in schedules to the profit and loss report in the edit layout. Then add the balance sheet codes to these schedules. also keeps them nice and segmented making it easy to read.
Rebecca Laurence
supported this idea
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54 votesRebecca Laurence
supported this idea
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220 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
An error occurred while saving the comment Rebecca Laurence
commented
For those talking about master account codes, you can load these into your practice settings in Xero HQ and then select these instead of the default when you create new xero organisations
Rebecca Laurence
supported this idea
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47 votes
Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
Rebecca Laurence
supported this idea
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442 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.
Rebecca Laurence
supported this idea
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13 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
Rebecca Laurence
supported this idea
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An error occurred while saving the comment Rebecca Laurence
commented
Why was this change done? Agree with comments and feed back I have received from other staff members that the date range has added more time and frustration to the report. Also I don't agree with being able to take out the imported statement balance as the report can now be manipulated to show the bank account balances when it doesn't.
Can we please change back to asking for a particular day for this report instead of a date range?
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18 votesRebecca Laurence
shared this idea
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107 votes
Hi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
Rebecca Laurence
supported this idea
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Even if we can just get the dates right, we can check if the payment amounts are correct as I always do anyway as it doesn't apear to work at all.
Just missed another letter being sent to the client due to the wrong provisional tax payment dates in our system. This should be an urgent fix Xero!