Settings and activity
7 results found
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52 votes
An error occurred while saving the comment An error occurred while saving the comment 
Carol Webb
commented
This feature request has been on the list for three years, but only 51 votes. We need to remind other Xero users if this thread as it is really needed. I have a client talking of leaving Xero just because this is not available.
Carol Webb
supported this idea
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216 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Carol Webb
supported this idea
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279 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Carol Webb
supported this idea
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49 votesCarol Webb
supported this idea
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141 votesCarol Webb
supported this idea
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375 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Carol Webb
supported this idea
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An error occurred while saving the comment Carol Webb
commented
Is there any news on this being prioritised? We are in jeopardy of losing two clients because we cannot give the staff narrow enough access to the accounting platform. Surely this is a basic thing for Xero to get right. Difficult to beleive only 300+ votes.
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74 votes
Hi everyone, our product team are looking for partners to take part in a beta for partnership tax for ordinary partnerships. If you have any clients you think would be suitable, please fill out this expression of interest form and our team will be in touch. Thanks!
An error occurred while saving the comment Carol Webb
commented
Didn't Xero say they were aiming for an end to end product? Partnerships are really a big deal these days, more and more businesses are being set up this way so it is needed for end to end effectiveness. I am sure Matt is not the only one with most clients being partnerships.
An error occurred while saving the comment Carol Webb
commented
Does not make sense that we can do partnership pages to SA100 but not Partnership SA800 forms through Xero. Come on Xero help us out here.
Carol Webb
supported this idea
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Eve, that is a flaff for something xero should really be doing as standard if they want to not only have small businesses using the software surely!