Settings and activity
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136 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Gregory Gage
supported this idea
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58 votes
An error occurred while saving the comment Gregory Gage
supported this idea
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300 votes
Hi everyone, we appreciate all the feedback you've shared.
We'd like to share some changes that have been made since our last update;
- The Demo Company now appears as its own item, separate from the Recent organisations list.
- Separately your recent organisations section can be collapsed, which we understand is helpful for users when sharing their screen.
- There's also now a banner that clearly identifies when you’re in the Demo Company, to help avoid scenarios of entering real organisation data in the wrong place.
We recognise there’s continued interest in being able to hide this option completely. While our product team is aware of this appetite and will continue to consider it in future planning, we want to be transparent here that there are no plans to develop a hide or remove setting in the near term.
We hope these changes make the experience clearer and help reduce accidental access.
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Gregory Gage
supported this idea
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The API currently makes it impractical to reproduce the Account Transactions report that exists in the Xero UI.
There is no supported way to query account transactions by transaction date. Developers must page through all journals using offsets and then filter client-side, which does not scale. Rate limiting further complicates what should be a basic accounting query.
Xero documentation appears to acknowledge this limitation by warning about modified-since filtering while offering no date-based alternative.
Please consider supporting this feature. At minimum, server-side filtering by JournalDate would materially improve the API. Ideally, the API would expose an Account Transactions endpoint equivalent to the UI report.