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144 results found

  1. Reporting | Budget Manager - Customise report layout

    227 votes

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    116 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    David Benady supported this idea  · 

  2. Reports - Option for 'Start of Fiscal Year to End of Last month' date range

    13 votes

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    submitted  ·  7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    David Benady supported this idea  · 

  3. Budget Manager - Ability to add Notes

    27 votes

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    submitted  ·  3 comments  ·  Reports & tax » Budgets  ·  Admin →
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    David Benady supported this idea  · 

  4. Supplier Bill Activity report - Run in Foreign Currency with totals

    37 votes

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    19 comments  ·  Reports & tax » Reporting  ·  Admin →
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    David Benady supported this idea  · 

  5. Reports - Generate a report for transactions without receipts attached

    44 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.

    We get how this is a need for some businesses to validify expenses and process payments.

    Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.

    David Benady supported this idea  · 

  6. Subscription - Have an itemised subscription invoice by Xero Organisation

    18 votes

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    2 comments  ·  Security & support » Billing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

    David Benady supported this idea  · 

  7. Xero Central support - Allow Admin staff to view all xero support cases for their organisation

    4 votes

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    submitted  ·  0 comments  ·  Security & support » Security  ·  Admin →
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    David Benady supported this idea  · 

  8. Subscription Option - Multi-currency as an add on

    61 votes

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    submitted  ·  36 comments  ·  Security & support » Billing  ·  Admin →
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    David Benady supported this idea  · 

  9. Quarterly subscription review - for size of business

    8 votes

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    1 comment  ·  Security & support » Billing  ·  Admin →
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    David Benady supported this idea  · 

  10. Xero Subscriptions - Split PDF invoices by client (not subscription type)

    23 votes

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    submitted  ·  4 comments  ·  Security & support » Billing  ·  Admin →
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    David Benady supported this idea  · 

  11. Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one

    17 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    David Benady supported this idea  · 

  12. Tracking categories for bank accounts

    15 votes

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    2 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate seeking options from your community here too.

    Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ? 

    Please do let me know more detail if there's something I'm missing in here? 

    David Benady supported this idea  · 

  13. Xero HQ | Document portal (without e-sign)

    70 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  14. User role - Read Only access to reports only

    60 votes

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    submitted  ·  6 comments  ·  Users & setup » User permissions  ·  Admin →
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    David Benady supported this idea  · 

  15. Practice Manager | Timesheet - View latest to oldest

    13 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  16. Document Packs - Signature placement

    28 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  17. Workpapers: Notify when Review is Complete

    31 votes

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    In development  ·  0 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  18. Xero HQ | Document Packs Email Templates - Ability to edit

    64 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  19. Practice Manager | Staff - Report/list of charge out rates

    34 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  20. Hubdoc - Auto-rotate documents

    63 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    David Benady supported this idea  · 
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