Settings and activity
14 results found
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324 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Dee Frank
supported this idea
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61 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Dee Frank
supported this idea
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16 votes
Thanks for the confirmation, Heather. No changes planned around this right now but we'll get an understanding of the appetite for this here.
Dee Frank
supported this idea
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An error occurred while saving the comment -
2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Dee Frank
shared this idea
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40 votes
An error occurred while saving the comment Dee Frank
commented
This needs to be actioned ASAP please
Dee Frank
supported this idea
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3 votes
Hi team, after further discussion with our product team we're going to open this idea back up and would like to better understand the wider interest for being able to add new bank accounts as a default to the Homepage.
As mentioned in our last update at present.
- When you add your very first bank account to your Xero org, this automatically appears as a widget on your Homepage
- After this, additional bank accounts you add prompt a banner so you're made aware there are new accounts, and you can Edit your Homepage to add each of them as a widget to your view and arrange where these sit on the page.
We'd be really keen to get further insights through your feedback here on why showing every bank account by default would be most useful to your business, as opposed to being able to Edit the homepage and add…
Dee Frank
shared this idea
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88 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
An error occurred while saving the comment Dee Frank
commented
How can Xero charge more but take away functionality that use to exist?
Dee Frank
supported this idea
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24 votes
Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
Dee Frank
supported this idea
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33 votesDee Frank
supported this idea
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95 votesDee Frank
supported this idea
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17 votesDee Frank
supported this idea
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An error occurred while saving the comment Dee Frank
commented
100% agree. There was nothing wrong with the way it was.
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188 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
Dee Frank
supported this idea
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9 votes
An error occurred while saving the comment Dee Frank
commented
When you go to add a new account in chart of accounts you should be able to choose an account from the template that was originally used/have saved into Xero HQ. To make more user friendly rather than having to start from scratch.
Dee Frank
supported this idea
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90 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
Dee Frank
supported this idea
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I agree, this would be wonderful. A preview out the side like there is in Xero bills so we don't need to print the pdf to view.