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  1. Dashboard | Account Watchlist - Change the order

    24 votes

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    13 comments  ·  For small businesses  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we wanted to share an update as this will be possible within the new Xero Homepage!

    You'll find with the new Chart of accounts watchlist widget you'll be able to reorder by any column in the watchlist 😊

    You can currently try out the new Homepage in the demo company. I'll be back to confirm when this is live to all users. Thanks!

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    Scott Wilson commented  · 

    Hi just joined this discussion regarding "watch List" change order.
    Obvious really that the order can be sorted by account code because most business's have their codes sorted in numerical number dependant on type, eg sales grouped, overheads grouped, Cost of sales grouped etc.
    Not sure why many other reports in xero are easy to sort differently when lists are shown.

  2. Sales Invoices- Flag as 'in dispute / query'

    493 votes

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    submitted  ·  144 comments  ·  For small businesses » Business features  ·  Admin →
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    Scott Wilson supported this idea  · 
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    Scott Wilson commented  · 

    Its an obvious change to all business's as a reminder to not chase, chase a resolution internally or advise other staff to leave alone
    This avoids immense embarrassment and/or potential customer loss

  3. Tracking - Make mandatory / required

    238 votes

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    88 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.

    Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned. 

    Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here. 

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    Scott Wilson commented  · 

    Our users ocassionally forget to enter tracking--important field if using this feature--surely easy to put a "reminder" feature to this.
    I am aware of adding as standard to a customer/supplier but some are multiple category.

    Scott Wilson supported this idea  ·