Settings and activity
9 results found
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5 votes
Hi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
An error occurred while saving the comment 
Alison Warry
supported this idea
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175 votes
Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.
We understand the appetite here and will continue to review this idea in future planning.
If there are any changes we'll let you know here.
For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.
Alison Warry
supported this idea
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225 votes
Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.
We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.
Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.
An error occurred while saving the comment Alison Warry
commented
Wondering if this has progressed at all?
Alison Warry
supported this idea
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15 votes
Appreciate the differing makeups of our customers and the improvements you see that would help your use of Xero.
I want to be open that we don't have planned changes for adding a discount option within Inventory items themselves atm but we will continue to watch the trend in this idea and share if there is any change.
An error occurred while saving the comment Alison Warry
commented
This would be a good addition. If I apply to the contact card it applies to all inventory items. This doesn't work for us (missed too many times) to delete when not needed, especially on labour charges (which don't attract the discount)
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228 votes
Hi everyone, thanks for your feedback and for sharing your experiences with leave requests for employees who work non-standard hours.
Later this year, we plan to release the first stage of Working Patterns in AU Payroll.
This will allow users to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run.
This initial release will establish the foundation for supporting a broader range of working patterns in the future, including more complex or changing schedules.
We’re moving this idea to Accepted while we explore how leave requests could work for these employees. Please continue sharing your specific scenarios, as they’ll help inform how we develop this functionality.
Alison Warry
supported this idea
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345 votes
Hi everyone, thanks for your continued feedback about managing working patterns for part-time employees.
We’re pleased to share that we plan to begin rolling out working patterns in AU Payroll later this year.
The first release will allow you to set a one-week work pattern for each employee. This pattern will automatically be used for leave and public holiday calculations in the pay run. At this stage, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this foundation by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share more details as the first release gets closer.
An error occurred while saving the comment Alison Warry
commented
Come on Xero - this should be a standard setting
Alison Warry
supported this idea
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48 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help this idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Alison Warry
supported this idea
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An error occurred while saving the comment Alison Warry
commented
In some ways Xero Payroll/Super is awesome, but in other ways it is really terrible. Being able to have an employee create a leave request with the actual normal hours appearing (rather than a 5 day a week spread) seems like something we shouldn't have to ask for, it is something that should be standard
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17 votes
Thanks for your feedback on the Xero Accounting mobile app dashboard.
We can see how having more options to customise the widgets on your dashboard would help you tailor the app to what matters most for your business when you're on the go.
We've reviewed your idea and moved it to Gaining Support so other community members can vote on it and share how more widget flexibility would improve their experience too.
If this is something you'd find valuable, feel free to share the idea with others who may want to add their support and comments as well 🌟.
Alison Warry
supported this idea
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13 votes
Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
An error occurred while saving the comment Alison Warry
commented
It would be really helpful if we could add to the current branding theme. I am trying to set up an invoice based on a certain branding theme so that when someone selects the particular branding theme (ie car servicing) you can populate with the inventory items commonly used for that particular invoice. So, when you select a particular branding theme, it will come up with all the items that may be required. I have set up item codes that would be used when billing and quoting on a particular service. We may not use all of them, but if they are all included and we deleted what we don't need we are more likely to include everything and not miss something.
Alison Warry
supported this idea
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I would love to be able to show opening & closing balances on liability accounts that are grouped and filtered by tracking categories. At the moment, the option to add opening and closing balances disappears as soon as you add the tracking.