Settings and activity
13 results found
-
150 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
An error occurred while saving the comment -
523 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Naomi Dunne
supported this idea
·
An error occurred while saving the comment Naomi Dunne
commented
We have case where a partnership has ceased and started as sole trader. It would be handy to be able to export/import the bank rules to the new sole trader file from the old as the the business, suppliers and customers remain unchanged between the 2 files.
It would also be handy as we are in a rural area to have a master chart of rules for obvious drawings, bank fees, interest etc.
-
43 votesNaomi Dunne
supported this idea
·
-
127 votes
An error occurred while saving the comment Naomi Dunne
commented
This is a basic function that MYOB did well 15+ years ago. Xero livestock is very clunky and there is a lot of room for errors as it is painfully a manual process.
An error occurred while saving the comment Naomi Dunne
commented
Thank you Brendan - this has been a weakness that we noticed since we moved accross to Xero. The livestock schedule as a whole is weak.
Naomi Dunne
supported this idea
·
-
57 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
An error occurred while saving the comment Naomi Dunne
commented
It would be a great feature in both invoices and bills, anything to get the idea implemented. Reason previously supplied.
An error occurred while saving the comment Naomi Dunne
commented
This would be invaluable at year end to add up the accounting fees paid (via our practice subscription) for each client, to confirm the tax deductionfor accounting fees.
It would also be very helpful for business to see at a glance the historic payment days. Ie. If a customer is regularly paying in 45 days instead of 14, it would help with customer priorities.
Naomi Dunne
supported this idea
·
-
135 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Naomi Dunne
supported this idea
·
-
241 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Naomi Dunne
supported this idea
·
-
166 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Naomi Dunne
supported this idea
·
-
299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Naomi Dunne
supported this idea
·
-
259 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Naomi Dunne
supported this idea
·
-
132 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Naomi Dunne
supported this idea
·
-
13 votes
An error occurred while saving the comment Naomi Dunne
commented
We are starting to utilise the Xero email function to push PDF attachments through to files, to then either raise a bill or spend money.
For ease could it be possible to show the number of documents that need attention ie. Files (8) when we drop down on the client name?
Naomi Dunne
supported this idea
·
-
5 votesNaomi Dunne
supported this idea
·
.png){kind=link}
WOWZERS the new Business Overview and overwhelming is way way too excessive for basic mum and dad clients. Seeing this our new clients will freak out and not want to even attempt to use the product.
I tried removing the excess widgets (left only the bank accounts, invoices and bills) but it was user saved not file.
I'm also mindful that of we spend time on removing widgets in each of our client file that is lost unpaid time.