Settings and activity
40 results found
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10 votes
An error occurred while saving the comment 
Jane Stergio
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115 votesJane Stergio
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78 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
Jane Stergio
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584 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Jane Stergio
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287 votesJane Stergio
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7 votesJane Stergio
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9 votes
An error occurred while saving the comment Jane Stergio
commented
I think the account number should also be included.
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9 votesJane Stergio
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63 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
An error occurred while saving the comment Jane Stergio
commented
I need to supply an external application the payments that we have received so they can be marked off in that app - they need payment date, invoice number, amount paid, contact name.
The Receivable Invoice Detail report won't quite do it - it can't be run by paid date and it doesn't include the invoice number as a column to be selected.
The Receivable Invoice Summary report also is almost there, but it can't be run by paid date, and the amount paid is a cumulative total. I need a list of payments when partial payments are made against an invoice.
And a unique payment id would be great too.Jane Stergio
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21 votes
An error occurred while saving the comment Jane Stergio
commented
I also would like to see the invoice status on the account transaction report - so I can see paid vs not paid.
Jane Stergio
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115 votesJane Stergio
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167 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
Jane Stergio
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51 votesJane Stergio
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764 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Jane Stergio
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41 votes
Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.
We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.
Jane Stergio
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18 votesJane Stergio
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143 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Jane Stergio
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
542 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Jane Stergio
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58 votesJane Stergio
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134 votes
An error occurred while saving the comment Jane Stergio
commented
This would be a very useful function - the group function is not as useful without being able to set via import.
Jane Stergio
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There should be an option to export any reports as csv where there is an option to export as Excel.
If the data being exported is to be imported into another system which requires csv, having to edit the file each time is time consuming and unnecessary.