Settings and activity
8 results found
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54 votes
An error occurred while saving the comment An error occurred while saving the comment 
Kali Boermans
commented
This is a no-brainer to me. It makes it almost impossible to customise reports.
An error occurred while saving the comment Kali Boermans
commented
When editing report layouts it would be great to EXCLUDE archived accounts.
Accounts that have been closed for years are getting in the way of what should be quick easy changes.Kali Boermans
supported this idea
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16 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
Kali Boermans
shared this idea
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4 votes
Hi Luise, while not at a user level you can Edit the Dashboard in an organisation to remove the Cash In and Out graph. You can also move the placement of the widget on your Dashboard so it's not in primary view.
An error occurred while saving the comment Kali Boermans
commented
I would love to get rid of graphs - i have clicked in the link provided here but get 'page not found'.
Kali Boermans
supported this idea
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229 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
An error occurred while saving the comment Kali Boermans
commented
YES YES YES!!! This is critical!
Because if you miss one, it makes all the others pointless.
I need it to be a set part of invoicing. An invoice can not be saved without the tracking category selected.I purposely have to ask clients not to use the tracking categories because they never remember 100% of the time to do it and it takes hours of unbillabel time to track back through eveything.
Instead we have a HUGE chart of accounts which is annoying but at least things go in the right place.Which leads to the next problem.... constantly archinving accounts but having them clog up all the reporting when you want to correct the layout or search for things. WE NEED THE OPTION TO REMOVE ARCHIVED ACCOUNTS FROM REPORT FORMATTING!
Kali Boermans
supported this idea
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7 votesKali Boermans
shared this idea
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6 votesKali Boermans
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18 votesKali Boermans
shared this idea
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50 votes
An error occurred while saving the comment Kali Boermans
commented
I have just put my prices up but cant change the existing task and need to set up all new ones. Very annoying and too much room for error now that I cant archive the old ones.
Kali Boermans
supported this idea
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This is beyond urgent for the type of work we specialise in when dealing with Private Wealth. PLEASE GET THIS ON THE PRIORITY LIST.