Settings and activity
386 results found
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3 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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15 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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94 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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3 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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33 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
supported this idea
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48 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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8 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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3 votes
Hi Navnit, appreciate your sharing here. We understand you’re looking for adjustable column widths in client view so you can view important details like longer client names without needing to open each record.
Having more flexible grid layouts could make it easier to review client information and manage records more efficiently.
We'll keep track of this idea here and will update if there's any progress.
Paul Howlett
supported this idea
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16 votes
Hi team, thanks for sharing this feedback. We understand that sometimes speaking with someone directly is the quickest way to work through an issue, especially when you need help with something urgent or complex.
At this stage, an inbound phone number isn’t part of our current support model. Our focus is on making sure customers are connected with the right team member who has the right context to help, rather than spending time waiting in a queue.
For situations where a call is the best option, we offer a callback service so our team can connect with you at a suitable time and be prepared to assist.
We appreciate you sharing your thoughts. Feedback like this helps us understand what matters most to customers and where we can continue improving the support experience.
Paul Howlett
supported this idea
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9 votes
Thanks Chris for the feedback. We hear that reviewing and adjusting superannuation components based on age can add extra steps during the return process.
Incorporating age-based logic for Superannuation Taxed Elements may help reduce manual handling and support more streamlined preparation workflows. This has been moved to Gaining Support so we can continue tracking interest and share it with the product team.
Paul Howlett
supported this idea
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2 votes
Hi there 🙂
Thanks for sharing this with us — we understand how frustrating it is when the address lookup repeats the town or suburb and creates extra tidy-up work.
We’re aware of this behaviour, and we’ve now moved this idea to Gaining Support so we can better gauge community interest and understand the wider impact this is having for customers.
We’ll continue to monitor the feedback here as it comes in. Thanks again for taking the time to raise it.
Paul Howlett
supported this idea
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2 votes
Hi Christopher, appreciate you sharing your thoughts on this. While STP prefill helps reduce manual entry, we understand there are times where additional detail is needed to complete the return.
Having a clearer breakdown of allowances within the tax return could help reduce manual work. We’ve updated the status to Gaining Support so we can track feedback and share interest with the product team.
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 David. We'll open this idea up to the community so they can share their thoughts and add votes. Make sure to share this with your friends and colleagues who might also benefit from the implementation of this idea.
Paul Howlett
supported this idea
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8 votesPaul Howlett
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27 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting 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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28 votes
Thanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Paul Howlett
supported this idea
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13 votes
Hi Ben, thanks for sharing your idea. I’ve moved this to Gaining Support.
Currently, our direct feed agreement with CBA is limited to their business and corporate products. However, with the ongoing rollout of Open Banking in Australia, we know there is a lot of interest in seeing more personal account types supported.
I’ve updated the title to "Bank Feeds - Support for Commonwealth Bank (CBA) personal credit cards" so other community members can easily find this and add their votes.
Quick Tip for now: Until a direct feed is available, the most efficient way to get those transactions in is to download an OFX or CSV file from NetBank and use the "Import a Statement" feature in Xero. You can find a step-by-step guide on manual imports here.
Paul Howlett
supported this idea
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14 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.
Paul Howlett
supported this idea
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