Settings and activity
37 results found
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25 votes
Hi everyone, thanks so much for all your feedback and support on this idea!
We know that sometimes you need to create a new account on the go—like when you’re right in the middle of entering a spend money transaction or a journal. But at the moment, you can’t create a new COA account then and there.
The current workaround is to create the account first from the Chart of Accounts before doing your actual task. While that gets the job done, we understand it’s not the most efficient way to work, especially when you’re trying to keep momentum.
This idea is now in the Gaining Support stage. We’re keeping an eye on how much interest it’s getting, and your votes and comments help show the value this would bring to your day-to-day.
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5 votes
BDO Taranaki Xero Team
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11 votesBDO Taranaki Xero Team
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24 votesBDO Taranaki Xero Team
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63 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
BDO Taranaki Xero Team
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95 votes
Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.
Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.
We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.
Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.
BDO Taranaki Xero Team
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21 votesBDO Taranaki Xero Team
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24 votesBDO Taranaki Xero Team
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192 votesBDO Taranaki Xero Team
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213 votes
Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.
We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.
We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks
BDO Taranaki Xero Team
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231 votesBDO Taranaki Xero Team
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35 votesBDO Taranaki Xero Team
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23 votesBDO Taranaki Xero Team
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65 votesBDO Taranaki Xero Team
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44 votesBDO Taranaki Xero Team
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50 votesBDO Taranaki Xero Team
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51 votesBDO Taranaki Xero Team
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47 votesBDO Taranaki Xero Team
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3 votesBDO Taranaki Xero Team
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9 votesBDO Taranaki Xero Team
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It is great that you have added a report code column in the COA, however it would be helpful if when we are creating a new or editing a COA code, there is the ability to add the report code at the same time, instead of having to do this in a separate screen.