Settings and activity
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38 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
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6 votes
Freya Pieroz
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4 votesFreya Pieroz
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44 votesFreya Pieroz
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72 votesFreya Pieroz
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65 votesFreya Pieroz
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56 votesFreya Pieroz
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16 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
An error occurred while saving the comment Freya Pieroz
commented
@Kelly maybe create credit note(s), create payrun, and create leave request? I use all of those much more frequently than manual journals (which Xero reminds me every time I create one that only accountants should do them) and I almost never use quotes (although I know my clients do) or transfer money (which I do from the bank feed and not prior to having created the transfer at the bank).
Freya Pieroz
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5 votesFreya Pieroz
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9 votesFreya Pieroz
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7 votes
An error occurred while saving the comment Freya Pieroz
commented
@Alice Fitch I'm not looking to rename a custom report, I'm looking to rename a PUBLISHED report, so that my client no longer has a list of published reports that says:
- Bank reconciliation
- Activity Statement
- Financial report
- Activity Statement
- Activity Statement
- Bank reconciliation
- Bank reconciliation
...etcI want to be able to edit the filename of published reports so that I know WHICH bank account the reconciliation report is for (we also have a standardised 6 and 8 digit date code for filing purposes so each of those reports can be readily searched for by the period it covers - searching for "December 2023" finds me the reports published in that time period and anything for the period '1 October 2023 to 31 December 2023' but not the activity statement for '1 Oct 2023 to 31 Dec 2023')
Freya Pieroz
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42 votesFreya Pieroz
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10 votesFreya Pieroz
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9 votesFreya Pieroz
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311 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
Freya Pieroz
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27 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
Freya Pieroz
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320 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Freya Pieroz
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318 votes
Hey everyone 👋 Thanks so much for all the detailed feedback on applying work patterns for part-time employees. We’ve been following the conversation and understand that manually adjusting pay runs for pro-rata entitlements can be a real challenge. It’s clear that having this automated could save time and give you greater peace of mind.
I’m pleased to let you know our product team has reviewed this idea and we’re updating the status to ‘Accepted’. This means that while it’s not on our immediate roadmap, it’s something we see real value in and want to bring into Xero when we can prioritise the work.
In the meantime, the workarounds shared here, like manually adjusting hours in each pay run, remain the best approach. We really appreciate you taking the time to share your thoughts, as your feedback plays a crucial role in shaping Xero. We’ll keep you updated on any developments…
Freya Pieroz
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6 votes
Really appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
Freya Pieroz
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17 votesFreya Pieroz
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I would love to be able to not accidentally add to a prior year's director's loan account! I do the same with regards to Div7a incurring accounts (append or prepend the financial year it relates to) because it makes it explicit when the full amount in that financial year has been accounted for.