Settings and activity
16 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Zachary Kirkham
shared this idea
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5 votes
Thank you for submitting your idea and clearly outlining the most impactful changes for your workflow.
Your suggestion has been reviewed and is now open to the community for support. Please encourage any colleagues who would benefit from this to vote on your idea. They can also comment to provide further details on how this change would enhance their Xero experience.
Zachary Kirkham
supported this idea
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11 votesZachary Kirkham
supported this idea
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46 votesZachary Kirkham
supported this idea
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39 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Zachary Kirkham
supported this idea
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111 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Zachary Kirkham
supported this idea
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10 votesZachary Kirkham
supported this idea
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116 votesZachary Kirkham
supported this idea
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21 votes
Thanks for your detailed feature request to introduce task categories and sub-tasks in Xero Projects.
We’ve reviewed your submission and have now moved it to the Gaining Support stage.
This means the idea is live on the forum for other members of the Xero community to add their votes and comments. Our team keeps an eye on the ideas in this stage and uses the number of votes and the shared use cases to gauge demand for new features.
Thanks again for taking the time to share your feedback and help us improve Xero.
Zachary Kirkham
supported this idea
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6 votes
Hi Nicole thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We will continue monitoring this space for more traction.
Zachary Kirkham
supported this idea
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16 votes
Appreciate wanting a quick method for adding a project to a transaction when reconciling.
For the time being we're continuing to keep an eye on the interest for this here.
If there are any updates we'll be sure to let you all know on this idea.
An error occurred while saving the comment Zachary Kirkham
supported this idea
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241 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Zachary Kirkham
supported this idea
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4 votesZachary Kirkham
shared this idea
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80 votes
Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
Zachary Kirkham
supported this idea
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163 votes
An error occurred while saving the comment Zachary Kirkham
commented
This one is actually killing me!! Please update this.
In fact, just spend money transactions and expense management in projects in general.
If a bunch of expenses have been assigned to the wrong project you have to go into the project and do the following:
- click on each one, which gives you a pop-up,
- you THEN have to click the Spend Money link,
- Click Options,
- Click Edit Transaction,
- Click Assign to Project,
- Type the project,
- Click project,
- Save,
- Update TransactionNow do this 10 times for each transaction........!!!!!!!
What!!!
Zachary Kirkham
supported this idea
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75 votesZachary Kirkham
supported this idea
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Also, assign multiple transactions to a project in bulk would be so helpful.
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping fees to be able to select multiple statement lines or transactions and "assign all" in one click - the thought of it makes me swoon!!