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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  ·  61 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

    288 votes

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    submitted  ·  107 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

    75 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

    446 votes

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    82 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Heather Mohieddeen supported this idea  · 

  8. Subscription Invoices - attach as pdf

    79 votes

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