Settings and activity
22 results found
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12 votes
Hi team, just make sure we understand the request here - would this be to purely access custom reports, or is there something you'd also want to be seeing from a visual POV on the Homepage?
Thanks for engaging with us on this here.
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Bianca Lopes
shared this idea
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3 votes
Thanks Cecily, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
Bianca Lopes
supported this idea
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3 votes
Thanks for sharing your idea of exporting bank statement search results to CSV.
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.
Bianca Lopes
supported this idea
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16 votesBianca Lopes
supported this idea
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2 votesBianca Lopes
supported this idea
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20 votesBianca Lopes
supported this idea
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138 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
Bianca Lopes
supported this idea
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An error occurred while saving the comment Bianca Lopes
commented
Please add this feature.
There is a need to easily recognise a company's report packs.
Especially when submitting monthly reports on different entities within the same group of companies. -
2 votes
Thanks Bianca, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
Bianca Lopes
shared this idea
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3 votesBianca Lopes
supported this idea
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19 votes
Great to be getting this feedback and see the input from our community that are getting a gauge of the new navigation experience. Thank you.
Our product teams are very close to the different needs being shared from our customers in the forum here and we will keep you updated if there are any plans made around the menu options for Sales.
Bianca Lopes
supported this idea
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113 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Bianca Lopes
supported this idea
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48 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
Bianca Lopes
supported this idea
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64 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Bianca Lopes
supported this idea
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52 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Bianca Lopes
supported this idea
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82 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
An error occurred while saving the comment Bianca Lopes
commented
I wish the awaiting payment invoices only included debit amounts.
Having the customers with a credit balance show up on the awaiting payment number is useless. I don't look at this figure as most of our clients prepay their accounts. I
really need to see how many invoices are truly still outstanding.Bianca Lopes
supported this idea
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70 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Bianca Lopes
supported this idea
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137 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
Bianca Lopes
supported this idea
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5 votes
An error occurred while saving the comment Bianca Lopes
commented
Creditors Recons
I would greatly appreciate it if you could add a supplier reconciliation option.
Similar to the bank recon, where you can draw transactions for a set period, and manually input the balance due as per the supplier statement.
The recon will then calculate any differences or immediately show that your transactions on Xero matches the supplier's statement. Also, leaving fields to add any payments made that does not reflect on the supplier's statement, credit notes due, etc. And very important, a box to add the supplier's statement as well.
These supplier statements can then be published and kept on Xero for auditing purposes.Bianca Lopes
supported this idea
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14 votesBianca Lopes
supported this idea
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3 votesBianca Lopes
supported this idea
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I would like to access my frequently used custom reports off the home screen widget.