Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Xero HQ | Insights - Ability to filter by client group

    39 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

    5 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
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.

    The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.

    This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!

    Johan de Witt supported this idea  · 

  2. Investing in AI

    7 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

    7 comments  ·  Users & setup » Navigation  ·  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

    Like your forward thinking, Johan. 

    As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account. 

    We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog. 

    Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available. 

    Johan de Witt shared this idea  ·