Settings and activity
1155 results found
-
26 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Freya Pieroz
supported this idea
·
-
43 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Freya Pieroz
supported this idea
·
-
42 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Freya Pieroz
supported this idea
·
-
43 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
supported this idea
·
-
58 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Freya Pieroz
supported this idea
·
-
192 votes
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
·
-
5 votes
Hi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
An error occurred while saving the comment Freya Pieroz
commented
Here at work, we usually test faster than the average internet speed in Australia. I just tested and got 176.38Mbps download and 41.38Mbps upload. Yay for fibre to the premises!
I am SO TIRED of having to wait for things to load before I can start entering text. If I press the search button on the homepage, I'm usually three or four keypresses in before it registers one (other pages are not quite as bad for this specific function, but it's still slower than it should be).
When I'm assigning things to estimated costs in Projects, I have to click the kebab button, select assign, tab twice, enter three letters (usually enough to get the option I want in the dropdown) and then wait several seconds for the system to find it. If I press enter to select one too early - as I often do, because I do this for a living and _I'm_ not at all slow - then it picks the first item it first displayed on the dropdown, even if it had already filtered the dropdown and that option had been replaced by what I actually want.
The thing that is slowing down my workflow the most has changed from dilatory clients to Xero itself. I don't care about pretty, I just want to do my job.
Freya Pieroz
supported this idea
·
-
73 votes
Hi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
An error occurred while saving the comment Freya Pieroz
commented
And once you've got them all in the best possible organisation in the new view, you switch to your laptop with the smaller screen, and now everything is somewhere else and it's unusable again!
I've saved my layout! It still does it! Every time! In every single client!
Freya Pieroz
supported this idea
·
-
Homepage - Ability to control what messages and adverts appear
-
Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
77 votesThanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Freya Pieroz
supported this idea
·
-
-
95 votes
Thanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.
We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.
An error occurred while saving the comment Freya Pieroz
commented
I need to get rid of the red text - the colour contrast is insufficient and trying to read it gives me a migraine because the text swims.
The colour choices fail WCAG accessibility success criterion 1.4.6 and the inability to customise to the accessibility needs of the user fails criterion 1.4.8
Freya Pieroz
supported this idea
·
-
60 votes
Hi everyone, it makes a lot of sense to want a cleaner way to organise dashboard widgets. When related items like bank accounts or invoice summaries are grouped together, it’s easier to find what you need without much scrolling..
For now, you can use the Edit dashboard button at the bottom of the page to reorder widgets—move your most-used ones to the top and hide the rest.
This idea is now Gaining Support, so we can see how many others would like more control over dashboard layout. We’d love to hear how you’d group your widgets—keep the votes and comments coming!
Freya Pieroz
supported this idea
·
-
135 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Freya Pieroz
supported this idea
·
-
691 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Freya Pieroz
commented
I have clients who autoforward all emails from their business's general accounts email inbox to the Xero inbox. This includes, for example, a travel reimbursement request with up to twenty attachments with supporting documentation (receipts), which both needs to be attached to the bill AND to the invoice when they on-bill the cost to their customer.
The only way to do this is to download... each... file... separately... to then be uploaded to also be attached to the second type of transaction, and in the new inbox, we can't go from one file to the next, we have to click on each file in order to be able to click on the itty bitty download button. I'd use tab to switch between files, but you have to tab through the entire list of files and then through the file manipulation buttons to get to the download button, and then through the entire document, menu bar, and then the list of files again to get to the next file, which is an absolute waste of my time.
An error occurred while saving the comment Freya Pieroz
commented
Here's a screenshot of what downloading each. Individual. File. Separately. looks like right now when using Xero in Chrome. As you can see, the list of downloaded files in the browser covers the navigation buttons, rendering this unnavigable.
Unless you have the time to wait for the dropdown to time-out, which when I'm downloading timesheets for payroll (since holding on to timesheets is required by law, and they can't be attached to pays) I very much do NOT have that time!
Freya Pieroz
supported this idea
·
-
62 votesFreya Pieroz
supported this idea
·
-
149 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
Freya Pieroz
supported this idea
·
-
19 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Freya Pieroz
supported this idea
·
-
1 vote
Hi Freya thanks for your feedback on this UI. I can see that the report(s) does not automatically scale it to the size of the window. We've moved this idea to gain more support and will monitor this for more traction.
Freya Pieroz
shared this idea
·
-
105 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
Freya Pieroz
supported this idea
·
-
2 votes
Hi Freya, thanks for your feedback regarding the Assurance Dashboard. You’ve highlighted an important point about how archived and merged contacts are still being flagged.
We’ve moved your suggestion to Gaining Support, meaning it’s now live for community voting. This allows us to monitor the idea's momentum and better understand its impact on our users.
To clear the flag manually, you can briefly restore the contact, update the bank account details by adding a number to it, and archive it again. While we understand this isn't an ideal solution, it will resolve the immediate display issue. If you have any other questions, our support team is always here to help.
Freya Pieroz
shared this idea
·
-
58 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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
·
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.