Settings and activity

8 results found

1. Hubdoc - lock dates feature

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Esteon Steyn supported this idea  ·  17 May, 2024

2. Xero Product Ideas - Showing a greater Interest in these ideas

   56 votes

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   18 comments  ·  For small businesses » Subscription & support  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas. 

   Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible. 

   We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once. 

   We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature. 

   I can assure you the site here is a tool that all our product teams find highly valuable. We will do our best to continue to share any updates to ideas across the site as we continue to grow and develop all of Xero. 

   Hi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas. 

   Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible. 

   We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once. 

   We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature. 

   I can assure you the site here is a tool that all our product teams find… more

   Esteon Steyn supported this idea  ·  07 February, 2024

3. Statement - Include invoice description

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   13 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

   We'll continue to consider this and other ideas for customer statements as the platform evolves. 

   Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

   Esteon Steyn supported this idea  ·  07 February, 2024

4. Reporting - Add Related Account filter to Account Transactions report

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Esteon Steyn shared this idea  ·  09 November, 2023

5. Reporting - Accept 2 decimal places in Budget Manager

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here. 

   Esteon Steyn supported this idea  ·  25 July, 2023

6. Dashboard | Account Watchlist - View annual budget figures

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Esteon Steyn supported this idea  ·  25 July, 2023

7. Budget Manager: Support for 13 period accounting

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Esteon Steyn supported this idea  ·  25 July, 2023

8. Account transactions report - Show description of transaction line

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   113 votes

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   51 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

   For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

   To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

   If you're trying to find the account a bank transaction or system account line has been coded to, you can add the 'Related account' column to the report which should help with look ups. 

   We appreciate what's being asked in this idea and will continue to keep an eye on the idea here, however we want to be open we don't have plans for changing the behaviour of this in the near term. 

   Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

   For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

   To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

   If you're trying to find the account a bank transaction or system account line has… more

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   Esteon Steyn commented  ·  24 July, 2023  ·  Edit…  ·  delete…

   Spoke to Xero support personally about this - but was sent here... Please fix this. Can we please have someone from Xero support acknowledge that you guys are seeing this and working on it?

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   Esteon Steyn supported this idea  ·  24 July, 2023