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8 results found

  1. Budgets - Import Tracking budgets

    18 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Heather Mohieddeen commented  · 

    Is there any news on this feature?

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    Heather Mohieddeen commented  · 

    Considering using two tracking categories in Xero to track departments and funds - but being unable to report on budgets for these categories without tons of manual input is a dealbreaker - time to look around for another system I think

    Heather Mohieddeen supported this idea  · 

  2. Bills - Payment method shown on Bills (DD, BACS)

    187 votes

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    submitted  ·  62 comments  ·  For small businesses » Business features  ·  Admin →
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    Heather Mohieddeen commented  · 

    I keep making duplicate payments to suppliers that take payment by direct debit.

    Heather Mohieddeen supported this idea  · 

  3. MFA - Move cursor to code field automatically

    47 votes

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    24 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thanks for sharing your idea, we've reviewed your idea and now it's up to the community to get behind and support it.

    It's great to see other members are already commenting to share additional detail about how your idea could improve their experience with Xero.

    Heather Mohieddeen supported this idea  · 

  4. Organisation Settings - Ability to set colour of organisation

    291 votes

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    submitted  ·  109 comments  ·  For small businesses » Business features  ·  Admin →
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    Heather Mohieddeen commented  · 

    Maybe we'll get it if they add it as a new feature for an additional subscription ;D

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    Heather Mohieddeen commented  · 

    This would be really useful and help prevent errors!

    Heather Mohieddeen supported this idea  · 

  5. Profit and Loss report - Detailed Profit and Loss to show all transactions

    77 votes

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

    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.

    Heather Mohieddeen supported this idea  · 
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    Heather Mohieddeen commented  · 

    I'd LOVE to be able to run a detailed Profit and Loss for a particular tracking category rather than exporting a P&L to Excel, then multiple transaction reports to Excel and fiddling about with them for reporting to interested parties.

  6. Profit & Loss Report - Compare > 200 tracking categories, and bulk select

    48 votes

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Heather Mohieddeen supported this idea  · 

  7. User Role - Access to specific feature only

    449 votes

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    83 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Heather Mohieddeen supported this idea  · 

  8. Subscription Invoices - attach as pdf

    81 votes

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    24 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Heather Mohieddeen supported this idea  ·