Settings and activity
9 results found
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38 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.
An error occurred while saving the comment 
Kali Rainbow
shared this idea
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1 vote
Hi Kali, thanks for raising this idea. We understand the ask to update details on archived accounts directly, such as account names or codes, without needing to temporarily restore them first.
We've updated this idea to Gaining Support. We encourage the community to vote on this idea if you’d find this Chart of Accounts improvement useful.
Kali Rainbow
shared this idea
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Kali Rainbow
supported this idea
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66 votes
An error occurred while saving the comment Kali Rainbow
commented
This is beyond urgent for the type of work we specialise in when dealing with Private Wealth. PLEASE GET THIS ON THE PRIORITY LIST.
An error occurred while saving the comment Kali Rainbow
commented
This is a no-brainer to me. It makes it almost impossible to customise reports.
An error occurred while saving the comment Kali Rainbow
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 Rainbow
supported this idea
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5 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 Rainbow
commented
I would love to get rid of graphs - i have clicked in the link provided here but get 'page not found'.
Kali Rainbow
supported this idea
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276 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 Rainbow
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 Rainbow
supported this idea
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64 votes
Hiya team, popping in with an update with payday super changes at the front of everyone's mind.
While we’re continuing to monitor interest in this idea, we don’t have any plans at this stage to change how Xero Verify works to include authorising Super payments.
We appreciate feedback on alternative ways to authorise and wanted to share other ideas you may have interest in supporting and staying updated on:
- Setting up multiple auto super authorisers - currently in discovery
- AU Payroll - Option for Auto Super approval code sent to email instead of phone - currently gaining support
Kali Rainbow
shared this idea
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19 votesKali Rainbow
shared this idea
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62 votes
An error occurred while saving the comment Kali Rainbow
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 Rainbow
supported this idea
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Or at least let me create a 'negative invoice'.... can we please get this on the list!