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4 results found

  1. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

    225 votes

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    82 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

    I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

    • A 60-minute video interview where we share early concepts and ask for your feedback

    If you'd be interested in participating and giving your time, please complete this short survey -

    • Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁

    Matthew Wingrave supported this idea  · 

  2. Contacts - Allow multiple addresses for a single contact record

    1,467 votes

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    567 comments  ·  Contacts & documents » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Matthew Wingrave supported this idea  · 

  3. Practice Manager - Ability to merge contacts (not clients)

    78 votes

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    18 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.

    Matthew Wingrave supported this idea  · 

  4. XPM: Add 'Automatically Retrieve from ATO' field to Report Builder

    28 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Matthew Wingrave shared this idea  ·