Settings and activity

6 results found

1. Settings - Set default for 'Show [x] items per page'

   86 votes

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   submitted  ·  39 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Tammy Webster supported this idea  ·  10 May, 2023

2. Audit Trail Report

   390 votes

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   submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tammy Webster supported this idea  ·  31 March, 2023

3. Contact - Having custom fields on invoices and contacts

   604 votes

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   253 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

   With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

   Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

   We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

   Tammy Webster supported this idea  ·  01 February, 2023

4. Workpapers - Integrate with the Xero trial balance

   87 votes

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Tammy Webster supported this idea  ·  05 January, 2023

5. Report Templates - Ability to add any report

   297 votes

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   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit… more

   Tammy Webster supported this idea  ·  05 January, 2023

6. Batch Payments - Ability to 'split' when reconciling

   334 votes

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   17 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
   Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

   Tammy Webster shared this idea  ·  04 January, 2023