Settings and activity
44 results found
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163 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Cath Lamb
supported this idea
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28 votes
Hi everyone,
Thanks so much for taking the time to share your feedback and explain how this would improve your experience with Global Search.
We’ve reviewed this idea and are moving it to Gaining Support so we can continue building a clearer picture of how valuable this would be for customers.
The suggestions and examples shared here have absolutely been noted. They help highlight where the current search experience can feel limiting, and they give our team useful context about the types of improvements customers would most like to see. The feedback shared so far is thoughtful, constructive, and well worth capturing.
If this idea would help you, please keep voting and add any comments or examples of how you’d like this to work in practice. Real examples of what you’re searching for, what results you expect, and where the current experience falls short are especially helpful as we continue…
Cath Lamb
supported this idea
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6 votes
Hi everyone, thanks for sharing this idea. We understand that having a quicker way to return to recent searches could help when moving between clients, transactions, and reports.
The suggestion is to add a recent search history dropdown in the global search bar, making it easier to revisit previous searches without re-entering the same details.
For now, opening commonly used items in separate browser tabs can help you move between workflows without losing your place. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
Cath Lamb
supported this idea
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11 votes
Hi Sally, thanks for sharing your idea, we appreciate hearing how bringing back the old search engine or improving the current one could make a difference to you. We'll continue to monitor this for more traction and keep you posted here. Cheers
An error occurred while saving the comment Cath Lamb
supported this idea
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71 votes
Hi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
Cath Lamb
supported this idea
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123 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
An error occurred while saving the comment Cath Lamb
commented
I'm finding the 'tasks' handy as it shows which bank accounts have items that need reconciling. I have nearly 40 bank accounts and trying to sort them into any order is difficult with the new 3 column layout!
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186 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
Cath Lamb
supported this idea
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38 votes
Thanks for the clarification, Davie! We don't have immediate plans but are closely monitoring the feedback and votes this receives here. If there are any plans made for a feature like this we'll let you know, here.
An error occurred while saving the comment Cath Lamb
commented
Add a 'notes' option to homepage. I'd love to set myself a little note on what I need to do when I log into a particular company.
Cath Lamb
supported this idea
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15 votes
Hi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
Cath Lamb
supported this idea
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82 votes
Appreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
An error occurred while saving the comment Cath Lamb
commented
If like me you have a client with multiple bank accounts, payment options etc, then finding a payment without searching through each individual bank account would be good. Its a pain that unreconciled items are not yet searchable
Cath Lamb
supported this idea
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793 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
An error occurred while saving the comment Cath Lamb
commented
Its so busy and impossible to customise. I 'read' the page in columns, but you've got some ridiculous left to right system going on. As fast as I'm moving widgets down the page another one pops into the gap meaning its all just a mess again. My client has over 30 bank accounts including Paypal etc and I need them all there. Let me leave gaps for a second or leave the tile where I put it!
Cath Lamb
supported this idea
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488 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
Cath Lamb
supported this idea
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316 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
Cath Lamb
supported this idea
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404 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Cath Lamb
supported this idea
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85 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
Cath Lamb
supported this idea
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10 votes
Thanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
Cath Lamb
shared this idea
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264 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
Cath Lamb
supported this idea
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30 votesCath Lamb
supported this idea
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279 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
An error occurred while saving the comment Cath Lamb
commented
I've just been trying to do this. Would be useful to add a bank statement to the report
Cath Lamb
supported this idea
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30 votes
Hi everyone, thanks for engaging us on the idea here.
As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.
However we appreciate the improvements this could have if available in Xero.
This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂
An error occurred while saving the comment Cath Lamb
commented
Agree, we have hundreds of pages on some customers and the only way to search or to jump to another box is to export it to excel but that's not always practical
Cath Lamb
supported this idea
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This is driving me mad and yet I can't find anyone talking about it. I'm having to purposely slow down while using Xero as its so unresponsive