Settings and activity
5 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. 🙂
Emily Sams
shared this idea
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8 votes
An error occurred while saving the comment Emily Sams
supported this idea
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9 votes
Thanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
An error occurred while saving the comment Emily Sams
commented
I agree!! The dropdown to quickly switch accounts is available on the other tabs inside the bank account (reconcile, cash coding, account transactions, etc.). It should also be available on the Reconcile Period tab. Going back to the home page each time to select a new bank account to "Reconcile Period" is a complete time suck.
Emily Sams
supported this idea
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2 votes
Hi Emily, we understand that for businesses using cash accounting, it’s helpful to see income and expenses based on when money is actually received or paid.
We hear the request to run the “Income and Expenses by Contact” report on a cash basis so you can more easily review what’s been paid and collected per contact in a given period.
We’ve moved this to Gaining Support so we can track interest and help our product teams consider adding a cash basis option to this report.
Emily Sams
shared this idea
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98 votes
Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
An error occurred while saving the comment Emily Sams
commented
In the dropdown to change the organization you are working in, can we have a full list of our clients in alphabetical order to choose from - rather than just the top 5 most recent?
It takes a lot of extra brain power to think of what the organization is called and type it in, rather than just select from an alphabetical list.
Will the new navigation have this feature?
An error occurred while saving the comment Emily Sams
commented
Yes, this would be so helpful and would make sense logistically. Less clicking around and less searching. I also really love Andrea's idea of listing them in alphabetical order. Please implement!!
Emily Sams
supported this idea
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Agreed! Way too much clicking around when it comes to the new Reconcile Period feature. I love the new feature but it needs to be improved.