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  1. 12 votes

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    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 🙂

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    Paul Howlett commented  · 

    I'd love for a basic search to be available for the Cash Coding screen, similar to what they added for the Reconciliation screen.

    Some banks import description in a way that the default alphanumeric sorting ability just doesn't work for productivity:

    - EFTPOS 27/11 SQ* Minnie's Bakery

    I can't quickly sort and get all the "Minnie's Bakery" entries together, so Cash Coding is effectively useless for clients where the bank imports like this.

    Paul Howlett supported this idea  · 
  2. 17 votes

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    Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.

    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.

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    Paul Howlett commented  · 

    A small thing, but the pop up showing the changes to the Files screen has finally appeared for me, but the video is stuck loading and refuses to play.

    Such a great, well made product...

    EDIT: got the video to work, and played around a bit. Side note - why do I have to create a random account that I'm never going to use again to be able to comment on the video? Why can't I use my Xero account??

    Why do unattached files disappear from the inbox?? Logically if I've attached them them to a transaction they will disappear from that view, fine that makes sense, but if I _unattach_ them (because I've clicked on the wrong one, for example), then it just disappears into the archive hole, even though it still needs to be 'actioned'. - I kept refreshing the screen waiting for the document to pop back up in the inbox, but it just never did.

    Surely the logic should be "if not attached to a transaction OR not moved to a separate folder, then show in Inbox"...

    It _does_ show up on the old 'Inbox' list when selecting a file from within a transaction. SUCH CONSISTANCY!! (with their "upcoming improvements" I'm not expecting that to last).

    Paul Howlett supported this idea  · 
  3. 15 votes

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    Thanks for getting involved and sharing your support for this idea, team. We get the desire for more efficiency when assigning clients to staff.

    This is a feature our product team are working on at present and I'll share more as it's released for you all here.

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    Paul Howlett commented  · 

    "The new Xero HQ is pretty but important functionally has been removed"

    This basically sums up any change Xero makes.

    They make it 'prettier' for the business owner who might use it once a week, while making it harder to use for bookkeeper/accountant power users who are in it all day every day...

  4. 4 votes

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    Thanks so much for sharing your thoughts! We’ve reviewed your idea, and now it’s time for the community to weigh in.


    If you know colleagues who would love this feature too, be sure to send it their way so they can upvote it. Aside from voting, other users can jump in and comment to let us know exactly how your idea would help them get the most out of Xero.

    Paul Howlett supported this idea  · 
  5. 2 votes

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    Thanks so much for sharing your feedback on adding a Partial Main Residence Exemption code to the CGT Worksheet in Xero Tax.

    As you know, right now, the best workaround is to manually adjust either the Capital proceeds or Cost base in the worksheet. This helps ensure the correct Net capital gain flows through to Item 18A, and still lets you use Exemption Code I. We know it’s not ideal, and it’s exactly the kind of thing you want a built-in solution for.

    We’ve reviewed the idea and moved it to Gaining Support, which means it’s now open for more votes and discussion. Community support plays a big part in helping our product team understand the need. We’ll update the thread if anything changes.


    Paul Howlett supported this idea  · 
  6. 7 votes

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    Paul Howlett commented  · 

    "Classic Fixed assets will be retired in the coming months for organisations that don’t use pooling. Try updated Fixed assets"

    I would, but it's NOT AVAILABLE for businesses with an SME Pool...

    "Classic Fixed assets will be retired in the coming months for organisations that don’t use pooling. Try updated Fixed assets"

    GO AWAY.

    "Classic Fixed assets will be retired in the coming months for organisations that don’t use pooling. Try updated Fixed assets"

    I LITERALLY CANNOT CHANGE TO THE NEW FIXED ASSETS SYSTEM, why does this banner keep popping up?!?

    Paul Howlett supported this idea  · 
  7. 145 votes

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    Paul Howlett commented  · 

    Just run into this myself today.

    Cool, another piece of BASIC FUNCTIONALITY that gets to languish in 'Product Ideas' purgatory while we beg and plead with Xero to add BASIC FUNCTIONALITY.

    Did I already mention that, for an asset register system, this is BASIC FUNCTIONALITY that is just straight-up missing from Xero??!?

    Paul Howlett supported this idea  · 
  8. 2 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you. It is recommended that for assets purchased in the current year, enter the date they were first used; otherwise, leave that field blank. Also, note that the Xero Tax Low Value Pool is not a comprehensive asset register and therefore does not record the original purchase cost. We've added this idea to Gaining support and it is up to the community to get behind it and support it.

    Paul Howlett supported this idea  · 
  9. 31 votes

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    Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.

    Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?

    Paul Howlett supported this idea  · 
  10. 11 votes

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    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  · 
  11. 32 votes

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    Hi everyone thanks for sharing this idea, and letting us know the changes that matter most for you. Currently they are available at the start of the following income tax year. We've reviewed your idea and now it's up to the community to get behind and support it. You can share this with your friends and colleagues who also want to see this feature. We will continue monitoring this space for traction.

    Paul Howlett supported this idea  · 
  12. 2 votes

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    Hi everyone, thanks for supporting this idea, and letting us know the changes that matter most for you. We can see why a consolidated history on signing would be useful.


    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  · 
  13. 2 votes

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    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  · 
  14. 4 votes

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    Thanks for your feedback on enabling JAX in Demo Company. We appreciate you sharing how important it is for your team to explore JAX's capabilities in a test environment.

    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  · 
  15. 2 votes

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    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  · 
  16. 2 votes

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    Paul Howlett supported this idea  · 
  17. 23 votes

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    Thank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.

    To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.

    Paul Howlett supported this idea  · 
  18. 52 votes

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    Paul Howlett supported this idea  · 
  19. 2 votes

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    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  · 
  20. 127 votes

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    Paul Howlett commented  · 

    I'm posting this here because you closed the comments on idea "Reports - Add quantity column to reports" as 'Not in Pipeline'

    @Kelly Munro, what is the point of this Product Ideas forum if you basically ignore any suggestion that isn't already on your roadmap???

    I'd tell you where to go, but that would just get my comment flagged and deleted...

    Paul Howlett supported this idea  ·