Settings and activity
8 results found
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471 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
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Alison Hogg
supported this idea
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3 votes
An error occurred while saving the comment Alison Hogg
commented
We split from another practice and have all their clients as we took XPM and HQ with us. Would love some way of being able to delete old staff, clients and freshen up the system!
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43 votesAlison Hogg
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Alison Hogg
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214 votesAlison Hogg
supported this idea
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64 votesAlison Hogg
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5 votesAlison Hogg
supported this idea
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26 votes
Appreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
Alison Hogg
supported this idea
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An error occurred while saving the comment Alison Hogg
commented
Would love to somehow pull the Business Snapshot or Business Performance reports into a management report - numbers only go so far and it would save us having to get an app!
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This would be amazing for clients who are sole traders and have to incorporate or have to migrate to a new subscription for whatever reason - it would save so much time than having to copy 40x bank rules from one sub to another sub.