Settings and activity

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1. Profit & Loss report - Show columns for all tracking options (incl. ones with nil balances)

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   23 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.

   As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.

   To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.

   Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.

   That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable the ability to ‘Include accounts with Zero balance or activity’ when run - This includes the Trial Balance report, Balance Sheet, Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Cash Summary, Movements in Equity, Blank report, and Report templates.

   Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.

   As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.

   To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.

   Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.

   That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable… more

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   Fiona Buick commented  ·  05 January, 2024  ·  Edit…  ·  delete…

   Please have this feature put back in to show nil balance

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   Fiona Buick supported this idea  ·  05 January, 2024

2. Invoice Payments - Create ABA direct debit files

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Fiona Buick shared this idea  ·  05 December, 2023

3. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

   Fiona Buick supported this idea  ·  05 December, 2023

4. AU Payroll | Employees - Roster Board for Shift Management

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   7 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

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   Fiona Buick commented  ·  16 September, 2022  ·  Edit…  ·  delete…

   This is just what I was going to suggest. We are currently using a rostering system that is not easily integrating with Xero. Would be so much better for Xero to be a one stop shop!!
   A clock in and out function would also be much more efficient!

   Please consider

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   Fiona Buick supported this idea  ·  16 September, 2022