Settings and activity
5 results found
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266 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
Julie Thornton
supported this idea
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239 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Julie Thornton
supported this idea
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218 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
An error occurred while saving the comment Julie Thornton
supported this idea
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385 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.An error occurred while saving the comment Julie Thornton
commented
Agree that this needs to be added as a feature
Our client has an asset for 2 phones added in 2020 - now 1 has been disposed.
Xero advise to edit a locked period which is time consuming and not ideal!!! -
5 votes
An error occurred while saving the comment Julie Thornton
commented
Voted - 100% agree with Debbie Whitaker
Also - almost every time I edit a report for the 1st time - hit the update layout - Xero does not save the work and goes back to the dashboard. 2nd time it works. Then crashes every 3rd or 4th time.
Support say to use Chrome as the default browser but I still have the issue in Chrome but not as often!Julie Thornton
supported this idea
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I can't believe this does not have more votes!!!
We have many clients with bespoke custom P&L templates and create several P&L's in a management report.
This is duplicating so much work.