Settings and activity
6 results found
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4 votes
Patrice Diana
shared this idea
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111 votes
Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.
We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.
We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.
Patrice Diana
supported this idea
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An error occurred while saving the comment -
297 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Patrice Diana
supported this idea
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5 votesPatrice Diana
shared this idea
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567 votes
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74 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
An error occurred while saving the comment Patrice Diana
commented
I would like this report as well (detailed profit and loss)
I would like to have Xero go back to the original page I was looking at. For example - I am looking at Accounts Receivable Aging Detail. I click on one of the invoices, and when I close it, I would like to be returned to the AR Aging Detail Screen. Instead, I have to go through three clicks to get back to the detail screen (Accounting / Reports / Aged Receivables Detail). This takes too much time and happens in every instance when I want to drill down on a transaction - I have to retrace the steops I took to get there.