Settings and activity

6 results found

1. Overdue tasks and milestones need to remain in the overdue list

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   0 comments  ·  Xero Partner Hub » Jobs  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   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. 🙂

   Alison Smyth shared this idea  ·  08 July, 2026

2. Quotes - Add CIS

   52 votes

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   26 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.

   
   Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

   Alison Smyth supported this idea  ·  06 November, 2025

3. Practice Manager - Re-ordering of tasks on a job

   42 votes

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   16 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminSophie Lewis (Admin, Xero) responded

   Thanks for sharing your idea regarding manual reordering of tasks on a job.

   We've reviewed your idea and now 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.

   Alison Smyth supported this idea  ·  12 May, 2025
   Alison Smyth shared this idea  ·  08 May, 2025

4. Practice Manager - Milestones option to view at the top.

   7 votes

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   0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

   Thanks for sharing your idea,

   We've reviewed your idea and now it's up to the community to get behind and support it. You could also 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.

   Alison Smyth shared this idea  ·  08 May, 2025

5. Audit Trail Report

   587 votes

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   84 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

   Alison Smyth supported this idea  ·  21 April, 2023

6. Hubdoc - Prevent Hubdoc publishing supplier bills before Xero lock dates

   67 votes

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   submitted  ·  14 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Alison Smyth supported this idea  ·  17 November, 2022