Settings and activity
1170 results found
-
7 votes
Hi team, we appreciate the interest for this idea and improvoing the product ideas forums for your use.
As noted in my last response currently when logged into Xero Product ideas there is the option to go to Settings & activity from your initials in the top right of the screen Within this page you select the option to 'Export my data'. This'll email you a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online.
We appreciate wanting a simpler in product view of this and will continue to consider how we could solve for this as we develop this space. I'll share if there is any progress here.
An error occurred while saving the comment 
Freya Pieroz
shared this idea
·
-
1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
An error occurred while saving the comment Freya Pieroz
commented
I should also note that for the way I deal with superannuation, bank rules are 100% useless anyway, since I do those as prepayment against the monthly bill, because the super is easier to allocate in a monthly batch against the Projects that various people are working on. And bank rules can't do prepayments.
An error occurred while saving the comment Freya Pieroz
commented
And another example, albeit not in Bank Reconciliation but in Documents!
AutoSuggest suggests a new business name when one already exists in the Contacts that tracks the registered business names that the business also holds, which may show up in the bank transactions.
An error occurred while saving the comment Freya Pieroz
commented
Here's another recent one - "On Lake Cafe" when the client has a contact "My Cafe Manuka" when the payee contains "My Cafe"
Freya Pieroz
shared this idea
·
-
18 votes
Hi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to view original bank statement details directly within the Account Transactions report to make auditing and reconciliation easier.
Having bank particulars visible alongside ledger data could help you quickly verify entries without needing to switch between reports or screens.
We’ll continue to collect feedback and interest from the community.
Freya Pieroz
supported this idea
·
-
94 votes
Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
·
-
40 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
Freya Pieroz
supported this idea
·
-
1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Freya Pieroz
shared this idea
·
-
3 votes
We understand the request for spent and estimated figures to be better aligned on the Projects listing page. This could make it easier to compare actual costs against estimates without scanning across the page.
I’ve moved this to Gaining Support so we can continue gathering feedback. What layout or positioning would make these figures easiest for you to review?
Freya Pieroz
supported this idea
·
-
2 votes
Thanks for bringing this idea to the community. We understand the request for time entries to flow through to invoices with the correct nominal code automatically.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share how you currently manage account coding for project time.
Freya Pieroz
supported this idea
·
-
2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
·
-
9 votes
Hi everyone, thank you for sharing this suggestion. We understand why having the timer remember your last project and task selection could make time tracking feel smoother, especially when you are logging multiple entries against the same work.
Currently, the timer resets these selections after stopping, which means you need to manually choose the project and task again each time. For users tracking frequent or ongoing work, this can add extra steps and slow down the process.
I’ve updated this post to Gaining Support so we can continue tracking community feedback and gather more insights.
Freya Pieroz
supported this idea
·
-
198 votes
An error occurred while saving the comment Freya Pieroz
commented
Today is yet another day that I would love to have this function. Since I can't assign lines in repeating bills to Projects, bulk recoding would give me half an hour or more back in my day every payday for this client.
An error occurred while saving the comment Freya Pieroz
commented
It's been over a year since I last commented on this Idea, and I'd still really really like to do this. Especially with all the bills and invoices that have been received, sent, and paid before Projects was enabled on a particular datafile. This would save me going through months of transactions to edit each one... by... one...
An error occurred while saving the comment Freya Pieroz
commented
I'd like to be able to bulk assign expenses (and income) to Projects using Find and Recode or with tickyboxes on the list of Bills not assigned to Projects.
Currently, you have to edit each separate transaction to assign it to a Project. Separately.
From within a Project, clicking to Add -> Expense from bill opens the list of unassigned bills, but you have to open each one separately and edit each one separately.
It's a waste of time to do each one separately rather than in a bulk lot, especially when the person reconciling the bank doesn't have Projects access or forgets to assign the transactions they're reconciling due to the fact that that's a multi-step process that involves drilling in to Add details.
Freya Pieroz
supported this idea
·
-
48 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
An error occurred while saving the comment Freya Pieroz
commented
I know I can turn the auto-reconcile on and off; that toggle is immediately above the waste-of-space banner suggesting I turn it on!
An error occurred while saving the comment Freya Pieroz
commented
I'm really tired of the auto thingies suggesting payroll payable as the account for everything except payroll payable, where it usually suggests a cost of sales account or occasionally office supplies.
Freya Pieroz
supported this idea
·
-
112 votesFreya Pieroz
supported this idea
·
An error occurred while saving the comment Freya Pieroz
commented
I've just had a request from a client's customer (to whom I currently send around 100 invoices every month) to combine invoice and supporting documentation into one pdf.
Currently, I cannot do that without sending the invoice to myself, using a paid service to merge the files, and then forwarding. If I merge invoice and supporting documentation, attach the merged file to the invoice, and then send direct from Xero, it will attach another copy of the invoice as a second attachment anyway. This is a whole bunch of wasted time for a process that could and should be automated.
-
16 votes
An error occurred while saving the comment Freya Pieroz
commented
This has been fixed with the new inbox; however we now have a problem of being unable to see the contents of the file, and the email it arrived attached to, at the same time.
Freya Pieroz
shared this idea
·
-
33 votes
🌟 Thanks for raising this idea and for taking the time to share how this affects your workflow.
We understand that when logos or images from email signatures are pulled through with documents, it can create extra clean-up, clutter the files that are imported, and make it harder to quickly identify and process the documents you actually need.
We’ve reviewed your idea and moved it to Gaining Support, so other customers can vote and add comments to share how this behaviour impacts their experience and why improving it would be valuable.
The feedback and examples shared here are helpful for our product teams as they build a better understanding of the real-world impact this has on customers using Smart Capture.
We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll share any updates here as we learn more.
An error occurred while saving the comment Freya Pieroz
commented
I've just spent time deleting every attachment that arrived with one particular email thread. I would rather clients CC'd the inbox too much rather than not enough, so I'm not going to get on their case about it, but there were 20+ attached files from the thread for each email sent in response to the previous one. The only one that had something I wanted was five emails ago.
I got the documents inbox for this one client from 183 files to 40 this afternoon, just by deleting signature images.
Freya Pieroz
supported this idea
·
-
10 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can see how quickly tagging other users straight from Xero would be helpful. We've updated the status to "Gaining Support" and It's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
·
-
19 votes
Thanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
Freya Pieroz
supported this idea
·
-
4 votes
Appreciate how this could save you a couple of steps, Jennifer. This isn't something we have plans for at present but will start to gauge interest from our community in, here.
Freya Pieroz
supported this idea
·
-
90 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
·
-
56 votes
Thanks for letting us know how this favourites feature matters to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would benefit them, too!
Freya Pieroz
supported this idea
·
I'd really like to be able to easily see the progress of my own suggestions. When I click on my own name in this suggestion, it takes me to a page where I can see ALL my interactions with the ProductIdeas forum, in reverse chronological order. That's all the votes, all the comments, all the posts. A filter is all I ask.