Settings and activity
80 results found
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31 votes
Interesting thought of how the new homepage experience could be used in different ways, thanks for sharing with us here!
Our product teams are watching the feedback in these forums with a close eye and we will share if there are any updates for you here.
Sarah Mackie
supported this idea
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453 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
Sarah Mackie
supported this idea
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97 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Sarah Mackie
supported this idea
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74 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Sarah Mackie
supported this idea
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118 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. 🙂
Sarah Mackie
supported this idea
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85 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Sarah Mackie
supported this idea
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101 votes
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
Sarah Mackie
supported this idea
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101 votes
Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
Sarah Mackie
supported this idea
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162 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Sarah Mackie
supported this idea
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394 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. 🙂
Sarah Mackie
supported this idea
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202 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Sarah Mackie
supported this idea
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83 votes
Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.
We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.
Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks
Sarah Mackie
supported this idea
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6 votes
Sarah Mackie
supported this idea
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31 votes
An error occurred while saving the comment
Sarah Mackie
supported this idea
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480 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Sarah Mackie
supported this idea
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49 votes
An error occurred while saving the comment
Sarah Mackie
commented
Yes absolutely need to be able to edit/void inventory adjustments. Mistakes can happen, and it becomes very messy to correct them using multiple entries.
Sarah Mackie
supported this idea
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55 votes
Appreciate you'd like to add more detail for assets within a pool.
Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support.
An error occurred while saving the comment
Sarah Mackie
commented
This is absolutely critical to add this feature - clients rely on their tax agent/accountant to advise on tax implications of asset purchases/disposals; this advice is dependant on information contained in the tax depreciation & pooling report, and as it stands there is no efficient and clear way to see what assets are in the pool, and whether they have been written off or part of the existing pool balance. Please fix this Xero!
Sarah Mackie
supported this idea
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2 votes
Thanks for sharing your idea regarding unscheduled pay runs. I can see Belinda has let you know how to roll the pay calendar forward in the payroll settings when there have been no pay runs for a while. I hope that's helped.
We've reviewed your idea about the date order of unscheduled pay runs. Other members can now vote on this idea and also comment to share additional detail about how your idea could improve their experience with Xero. Thanks for raising this with us!
Sarah Mackie
shared this idea
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11 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
An error occurred while saving the comment
Sarah Mackie
commented
Agree, this would also help for the countless times clients incorrectly change employee super funds and end up with multiple of the same, instead of clicking update
Sarah Mackie
supported this idea
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196 votes
An error occurred while saving the comment
Sarah Mackie
commented
Absolutely need this feature! For fuel litres as mentioned by Andrew, and livestock, plus a range of other client specific needs. Xero, please add this feature.
Sarah Mackie
supported this idea
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Absolutely necessary! We have several clients needing monthly/quarterly management reports, wanting to show opening/closing stock. This is such a basic but important function, why does Xero not have it?!