Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    284 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    105 comments  ·  Reports & tax » Manual journals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    An error occurred while saving the comment
    Emma Harrison commented  · 

    Well said Rudi.
    One minor change will make a considerable improvement

    An error occurred while saving the comment
    Emma Harrison commented  · 

    Response from Xero is unsatisfactory.
    "may look at with finer lens down the line" is a joke!
    This needs to be rectified ASAP, please

    An error occurred while saving the comment
    Emma Harrison commented  · 

    It is ridiculous this has not yet been rectified. Matter was first raised in 2016.
    I agree with all previous comments

    Emma Harrison supported this idea  · 

  2. Document Packs - Text box for documents within a pack

    58 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    12 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 

    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

    An error occurred while saving the comment
    Emma Harrison commented  · 

    I agree, need to be able to setup email templates for document packs.
    It is annoying and time wasting to have to change every time.
    It also provides scope for errors.
    This function is available in Xero Practice Manager so one would assume same could be adopted.

    Emma Harrison supported this idea  · 

  3. New invoicing - When sending show organisation's trading name at top of invoice

    231 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    95 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

    Emma Harrison supported this idea  · 

  4. Report Templates - Option to only show logo on cover/front page

    42 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    14 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Emma Harrison supported this idea  ·