Settings and activity
27 results found
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14 votes
Natalee Barge
supported this idea
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80 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
Natalee Barge
supported this idea
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27 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Natalee Barge
supported this idea
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9 votes
An error occurred while saving the comment Natalee Barge
supported this idea
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478 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
Natalee Barge
supported this idea
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95 votes
Hi Natascha,
Thanks for submitting your idea and highlighting what matters most to you.
We’ve reviewed it, and it’s now open for community support. Feel free to share it with colleagues who may benefit so they can vote as well!
Others can also comment to add context and explain how this enhancement would improve their Xero experience ☺️
An error occurred while saving the comment Natalee Barge
commented
As box 60 in the IR10 now requires the total value of Investment Boost assets being claimed, it is essential to be able to run a report which includes this information. The information is there - surely adding a column to display if investment boost was claimed or not would not be too hard? Having to go through the additions line by line until this is actioned is going to be time consuming and annoying.
Natalee Barge
supported this idea
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8 votes
An error occurred while saving the comment Natalee Barge
commented
Would be super handy e.g. for a client who has claimed Motor Vehicle expenses 100% and they need to be split business % personal %
Natalee Barge
supported this idea
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25 votesNatalee Barge
supported this idea
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28 votesNatalee Barge
supported this idea
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658 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Natalee Barge
supported this idea
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165 votes
Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
Natalee Barge
supported this idea
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322 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Natalee Barge
supported this idea
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An error occurred while saving the comment Natalee Barge
commented
So you have combined the ideas but still no update on any progress or timeline for this to be actioned?
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39 votesNatalee Barge
supported this idea
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102 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
An error occurred while saving the comment Natalee Barge
commented
It would be great to be able to format the column widths in the Depreciation Schedule when it is included in the Annual Report. The current method Xero uses to calculate the space needed for the date and numerical columns sometimes leads to the "Method" column having an excessive space if it is one of only two text columns - see the example from the Demo company attached.
Natalee Barge
supported this idea
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18 votesNatalee Barge
supported this idea
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5 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've reviewed your idea and it's up to the community to get behind and support it.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
An error occurred while saving the comment Natalee Barge
commented
Thank you Kelly. That is disappointing. I wonder how many employers are aware of this limitation. If there are no plans to improve the payroll system then maybe an alert could be sent out to payroll administers when their employee is about to reach their sick pay anniversary to say something like "Warning - sick pay anniversary approaching. If the employee is not included in the next pay run a Manual Adjustment will need to be made to grant the employee the missed entitlement".
An error occurred while saving the comment Natalee Barge
commented
As a Chartered Accountant, I’ve observed an issue in Xero’s handling of sick leave entitlements that I believe warrants improvement. Currently, if an employee is not included in the pay run closest to their sick leave entitlement date, the entitlement does not accrue. This creates a significant gap in compliance with employment obligations and adds unnecessary administrative burden to correct.
To enhance the functionality and flexibility of Xero's payroll system, I think that sick leave entitlements should automatically accrue when the employee is included in any future pay run following their entitlement date. This adjustment would ensure compliance with employment standards and streamline the payroll process for businesses and their advisors.
I believe this change would provide considerable value to Xero users by reducing errors and making the system more intuitive. I’d appreciate support from the community to bring this to the attention of the development team.
Thank you for considering this improvement.Natalee Barge
shared this idea
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5 votesNatalee Barge
supported this idea
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46 votesNatalee Barge
supported this idea
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474 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Natalee Barge
supported this idea
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198 votes
An error occurred while saving the comment Natalee Barge
commented
It would be especially beneficial when setting up a new client with outstanding returns
Natalee Barge
supported this idea
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What is the point of recording a Fixed Asset's serial number if there is no way to produce a report which lists the Serial Numbers???