Settings and activity
39 results found
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110 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. 🙂
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122 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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32 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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13 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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71 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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574 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
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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344 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Cath Lamb
supported this idea
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267 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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340 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 'Customise' 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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83 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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8 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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195 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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25 votesCath Lamb
supported this idea
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270 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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5 votes
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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27 votes
Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.
To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.
Cath Lamb
supported this idea
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23 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
An error occurred while saving the comment Cath Lamb
commented
Hi, I'm using the same login for both companies.
Thanks for the tip on the incognito mode, that seems to be working! I've tried using a different browser before but it still seems to switch companies after a while. This is working much better
Cath Lamb
shared this idea
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9 votesCath Lamb
supported this idea
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354 votes
Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.
You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.
We want to be upfront that while we'd like to explore…
Cath Lamb
supported this idea
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An error occurred while saving the comment Cath Lamb
commented
Also find a way to turn off expense notifications for the rest of us who have absolutely nothing to do with expense claims but get a notification every times one is uploaded
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25 votesCath Lamb
supported this idea
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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!