Settings and activity
65 results found
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28 votes
Chris Curlett
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46 votesChris Curlett
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92 votesChris Curlett
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80 votesChris Curlett
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60 votes
Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.
While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.
For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.
Chris Curlett
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32 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
Chris Curlett
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19 votesChris Curlett
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13 votesChris Curlett
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393 votesChris Curlett
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41 votesChris Curlett
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Chris Curlett
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37 votesChris Curlett
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45 votes
Hi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.
These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.
Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.
We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.
Chris Curlett
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124 votes
An error occurred while saving the comment -
712 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Chris Curlett
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334 votes
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!Chris Curlett
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230 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
An error occurred while saving the comment Chris Curlett
commented
This would be such a huge help and make things so mutch more efficient. Also being able to do it customers OR Suppliers OR Both!
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241 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
An error occurred while saving the comment Chris Curlett
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I agree with this and would add it should also apply to Statements. I have a number of Branches within an entity who each require to be sent the invoice for approval. When they approve it they send it to H/O where it is consolidated. When the EOM statements are run all these entities are combined into one statement which goes to H.O. for payment.
A number of Accounts Packages cater for this as "H/O Accounting".It would be grand if this was available in Xero.
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34 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Chris Curlett
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77 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Chris Curlett
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This is fundamental to the Audit process in the approval of Bills and would strengthen the fraud prevention process. Really support the development of this.