Settings and activity
13 results found
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5 votes
Thanks for the feedback here, team. We don't have any plans for enabling the ability to return to a default / initial state of the homepage, for now we'll keep a watchful eye on the support in this idea, here.
However we have a somewhat related idea that our product teams do intend on exploring further around providing template or view options to help users with basic layouts that you may be interested in joining too.
Linda Carrington
shared this idea
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5 votes
Thanks for the feedback here team, understand how reflecting the order of the bank accounts from the bank accounts page would be useful for some users.
We'll continue to track interest in this here and let you know if there are any updates to the behaviour of ordering planned, however it's not in the pipeline at present.
In terms of showing new bank accounts - the first bank account you add is shown by default. As you add new bank accounts there is a banner that'll show to let you know new accounts are available and you can use the Edit homepage option to choose which widgets you'd like to have shown on your homepage.
Linda Carrington
supported this idea
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3 votes
Thanks so much for getting in touch and sharing how you feel about how new bank accounts show on the homepage.
On the new Xero homepage we’ve updated this experience so you have more control. Your very first bank account still appears automatically on the homepage so you can immediately see your key banking information.
After that, when you connect any additional bank accounts, you’ll see a banner on the homepage letting you know there are new accounts available. From there you can choose to add them to the homepage with one click, or dismiss the banner and keep your current layout as it is.
We landed on this approach after testing and speaking with lots of customers: the strong preference was to always be able to see when a new account is available, while still having the choice about which accounts appear on the homepage.
You can also change…
Linda Carrington
supported this idea
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3 votes
Hi everyone, thanks for raising this.
We know that when your HMRC connection expires, not being able to renew it directly from the dashboard can slow things down.
For now, the best way to reconnect is to head to Tax > VAT Return, then follow the prompts in settings to reconnect to HMRC.
I’ve moved this idea into Gaining Support so we can keep track of interest and share your feedback with our product team. It’s clear that having a simple “Renew” option on the VAT widget would make things easier, and your input helps us build a stronger case for it.
An error occurred while saving the comment Linda Carrington
supported this idea
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96 votesLinda Carrington
supported this idea
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5 votesLinda Carrington
shared this idea
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81 votes
HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.
This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.
We will let you know if there are any changes planned for this report, here.
An error occurred while saving the comment Linda Carrington
commented
The lack of ability to analyse project data by account code is a significant oversight by Xero, and hugely limits our ability to recommend the product.
Linda Carrington
supported this idea
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27 votesLinda Carrington
supported this idea
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An error occurred while saving the comment Linda Carrington
commented
It should be possible to allocate journals by project and tracking category to ensure accurate record keeping.
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48 votes
Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
An error occurred while saving the comment Linda Carrington
commented
It is incredible cumbersome having to use workarounds for our construction clients.
Linda Carrington
supported this idea
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79 votes
An error occurred while saving the comment Linda Carrington
commented
This is vital to help reduce the risk of double billing / project managers thinking they've not invoiced.
Linda Carrington
supported this idea
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149 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
An error occurred while saving the comment Linda Carrington
commented
We've just brought a client over from FreeAgent where the timesheet reports they send to clients are nicely branded with their own logo. The custom report I've prepared for them doesn't look nearly as good with no logo.
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40 votesLinda Carrington
supported this idea
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26 votes
Thanks for confirming, Andy - Really appreciate the screenshot. 🙂
I've checked in with our Payroll team where this detail is saved.
We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.Linda Carrington
supported this idea
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An error occurred while saving the comment Linda Carrington
commented
This is one for Xero to put pressure on HMRC. If recording is for HMRC matching purposes, please specify this so that it is clearer for payroll admins and non-binary employees.
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