Settings and activity
371 results found
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4 votes
Hi everyone, as a quick confirmation through the idea - Right now you can use a CSV file to enter data and import multiple manual journals at once.
However, as per the request in this idea it is not currently possible to select or drag and drop multiple files to upload and create multiple manual journals at once.
If this is something you'd find valuable please add your support to this idea. We're interested to understand the community appetite in this feature.
Paul Howlett
supported this idea
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3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you Simon.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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2 votes
Hi Rasika, thanks for sharing your feedback here. We can see how automatically updating the future return's CGT worksheet after selecting a rollover or exemption code could help reduce manual work.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product team.
Paul Howlett
supported this idea
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4 votes
Hey Margriet, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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5 votes
Hi Leasa, if there is a Fixed Assets report that you'd commonly use you may find it useful to Favourite this report so it's readily available from the Reporting menu in the blue banner.
Do want to be open here that we don't have any near term plans for adding report options from within Fixed Assets. Thanks
Paul Howlett
supported this idea
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119 votesPaul 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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106 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Paul Howlett
supported this idea
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3 votes
Hi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.
Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.
We’ll continue to keep track of this idea and gather feedback from the community.
Paul Howlett
supported this idea
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2 votes
Hi everyone, thanks for sharing this idea ✨. We’ve reviewed your suggestion to be able to search within Find and Recode by account type, rather than needing to search by individual account. We’re moving this idea to Gaining Support so it can build support from the wider community. This status means the idea is open for votes and comments, which helps us gauge how useful this change would be for others and gather more detail on the workflows it could improve.
Paul Howlett
supported this idea
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3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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2 votes
Thanks for sharing this idea 🙂 We’ve moved it to Gaining Support.
We can see how being able to manually enter a check number would be helpful, especially where a check has been misprinted or needs to be reprinted. This would give more flexibility to keep check numbers aligned with the physical check stock while still focusing on getting the bank account reconciled.
You can now share this idea with your friends and colleagues so they can vote and comment too.
Paul Howlett
supported this idea
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10 votes
Thanks for sharing this idea around being able to further filter the Find and Match options 🙂
We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.
If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.
We’ll continue to track the feedback shared here.
Paul Howlett
supported this idea
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89 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
Paul Howlett
supported this idea
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2 votes
Thanks for taking the time to share this idea with us 💥 We really appreciate you explaining how this could help reduce the coding and processing effort involved in reconciling loan and mortgage accounts, while also supporting more accurate reporting.
We’ve now moved your idea to Gaining Support so we can continue to track interest and feedback from others who’d also like to see this in Xero.
Thanks again for raising this with us and for sharing the impact this would have for you.
Paul Howlett
supported this idea
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17 votes
Great to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.
We're keeping a close eye on the interest and will share if there are any updates for you here.
Paul Howlett
supported this idea
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31 votes
Thanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.
Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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17 votesPaul Howlett
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39 votes
Hi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
Paul Howlett
supported this idea
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6 votes
Thanks so much for raising this and explaining how you’re using the ATO prefill data. We’ve logged your feedback and will move it into our Gaining Support process so the product team can consider it alongside other work. At this stage there are no planned changes to how Xero imports Medicare and ATO prefill data, but your input is really valuable in helping us understand where improvements would add the most value..
Paul Howlett
supported this idea
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