Settings and activity
320 results found
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Paul Howlett
supported this idea
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15 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Paul Howlett
supported this idea
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2 votes
Thanks for your idea, Imelda. Appreciate how this note in the history could be useful for businesses.
This isn't something we have plans for right now, but make sure to share your idea with others that could benefit and we can get a better sense of demand here.
In terms of the second request you've made we have another idea around bulk edit of assets that you may like to join and can stay updated of any progress through.
Paul Howlett
supported this idea
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24 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.
Paul Howlett
supported this idea
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3 votes
Thanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll keep a track on the interest your idea builds here and share if there is any progress.
Paul Howlett
supported this idea
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3 votes
Thanks for your feedback here, Amanda. Being open this isn't something we have plans for at present but will begin to track interest from your idea.
Good to hear you're aware of the current option available. If there are any plans around expanding the Account Transactions report to surface this information we'll be sure to let you know here.
Paul Howlett
supported this idea
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2 votes
Thanks for sharing your idea, Kirsten. It's good to get this understanding from customers on the different flows they would find most useful. This isn't something we have direct plans of right now, but will start to get a sense of interest in setting a default screen here. I'l be sure to let you know if there is any movement around your idea.
Paul Howlett
supported this idea
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5 votes
Hi Gabby, thanks for sharing your thoughts. It's clear that when multiple tabs are open, it can be easy to lose track of which tab is the client tax return.
Adding clearer visual cues like colour-coding or more distinct tab titles could help you move between Tax and Practice areas more confidently.
I’ve moved this to Gaining Support so we can gauge the interest from the community.
An error occurred while saving the comment Paul Howlett
supported this idea
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23 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Paul Howlett
supported this idea
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2 votes
Hi everyone, thanks for the suggestion. We get that as more tools are added to the practice header, things can start to feel a bit crowded.
Separating Help and Notifications from your main action buttons could create a cleaner layout and make it easier to focus on the tools you use most often.
I’ve moved this to Gaining Support so we can track interest and share with our product team how this could improve clarity and everyday usability in Xero Partner Hub.
Paul Howlett
supported this idea
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2 votes
Hi Lisa, thanks for raising this. It’s clear that these friction points in the timesheet entry process are leading to extra steps that slow things down.
We hear you that things like the date resetting to Monday can disrupt your efficiency.
I’ve moved this to Gaining Support so we can track interest and show our product team how improving these defaults and navigation could make time entry smoother and more efficient.
Paul Howlett
supported this idea
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50 votes
An error occurred while saving the comment Paul Howlett
commented
Since Xero insists on the dumpster fire that is the new Files system, it seems like the perfect opportunity to include a search function if you're going to insist that Every. Single. File. is included in the archive. So that we can easily find things amongst a giant list...
But alas, here Xero is again, snatching defeat from the jaws of victory...
Paul Howlett
supported this idea
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5 votes
Hi team, we recognise that staying on top of disconnected or expiring bank feeds is important for keeping workflows running smoothly.
We hear that having a dedicated view or alert on the Practice Homepage would make it easier to manage bank feed refresh across clients, rather than only picking up issues when working in a specific file.
This is now in Gaining Support so we can gather interest and share how this could make day-to-day practice management easier.
Paul Howlett
supported this idea
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5 votes
It’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
Paul Howlett
supported this idea
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471 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Paul Howlett
supported this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Paul Howlett
commented
As an accountant, there are SO. MANY. things that Xero just gets wrong, and refuses to fix.
It seems like a perfectly serviceable program for a small business owner to run their books with, but working in an accounting practice that switched over from MYOB System Services / AE Tax a few years ago for our main ledger & tax software, there are just SO MANY things every day that irritate me to tears:
- No depreciation on the cash P&L / Bal Sheet.
- No private use depreciation
- No option to show quantities in reports
- So much double handling of figures in the Tax Return (CGT can't be shared between people, Losses required to be input in multiple places, multiple business required to just be input as one total, etc etc etc)
- Having to manually 'roll forward' a file from year-to-year
- Having to manually calculate livestock closing amounts / figures and fill in the report in the financials
- Cash Coding only having bare-bones column sorting, and no proper search (having all transactions sort by 'EFTPOS [[date]] [[store]]' isn't actually very helpful)And just a whole bunch of small things that aren't failures of accounting, but just failures of creating a polished piece of software:
- Automatically creating new lines on the 'manual journal' screen, but not on the 'bank reconciliation' screen???
- Editing transactions and taking to you to a different screen when you click 'save'...
- Not automatically placing the cursor in the text field when logging on and you need to put in your 2FA codeThere is just so much stuff here that I would call a 'bug', but Xero insists are 'features' and then you have to 'gain support' when some stuff (the 2FA code thing) should take one developer a day or two, but then other FUNDAMENTALLY BROKEN THINGS are labelled as 'not in pipeline', and it makes me want to scream.
If I had any say in it we would've gone straight back to MYOB System Services, but alas I am merely an employee that gets to be irritated by a thousand cuts every single day.
Paul Howlett
supported this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Paul Howlett
supported this idea
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Paul Howlett
supported this idea
·
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Paul Howlett
supported this idea
·
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Paul Howlett
supported this idea
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I would like them to add back the names to the tabs.
Since the update anything in XPM just shows as 'Clients' and if I have multiple tabs open I just have a big list of tabs showing 'Client' and I have no idea which one is which.