Settings and activity
25 results found
-
160 votes
Sarah Pickard
supported this idea
·
-
8 votesSarah Pickard
supported this idea
·
-
8 votes
Hi everyone, thanks for sharing this idea. We understand that having more context around Tracking Categories could help teams apply them consistently, especially when managing more complex reporting setups.
The suggestion is to add a description or notes field to Tracking Categories, giving teams a place to record how each category should be used.
For now, some teams use internal guides or shared documents to keep these details available. We’ll continue tracking this idea here, where other users can add their feedback and examples to help shape future improvements.
Sarah Pickard
supported this idea
·
-
311 votes
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
Sarah Pickard
supported this idea
·
-
160 votesSarah Pickard
supported this idea
·
-
288 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
Sarah Pickard
supported this idea
·
-
21 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you, Paul.
We've reviewed your idea regarding the account codes visibility and now it's up to the community to get behind and support it. Feel free to 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.
Sarah Pickard
supported this idea
·
-
25 votes
Hi everyone, thanks so much for continuing to share your feedback, we can see how helpful it would be to show the nominal account / account code directly in the Bills list, rather than needing to open each bill to check those details.
Because this idea has continued to come up over the years — including in a number of older, similar ideas that we’ve now merged into this one — we’re moving it to Gaining Support so we can bring that feedback together in one place, build clearer visibility, and better understand how many customers would benefit from it.
Please keep adding your votes and comments here — especially if you can share a little more about your workflow and which bill list views this matters most in. That extra context really helps our product team when reviewing ideas like this.
Thanks again for taking the time to raise…
Sarah Pickard
supported this idea
·
-
3 votes
Thanks for submitting this idea. We’ve reviewed your suggestion to add a Date Last Paid column to the Bills to Pay list, so you can quickly see when each supplier was last paid and check payment details before paying a bill 😊
We’re opening this idea for votes and comments so other customers can share their support and use cases. If this would be useful for your business, please vote for the idea and add a comment to tell us how it would help your workflow.
We’ll continue to monitor the feedback and share any updates here when we have more to share.
Sarah Pickard
shared this idea
·
-
9 votes
Hi everyone, thanks for sharing this idea. We understand that having more detail available in History and Notes reports could make it easier to review changes and track user activity.
The suggestion is to add contact details within the History and Notes report to help users identify which customer, supplier, or record a change relates to without needing to click out of the report.
We’ll continue tracking this idea here, where other users can share their feedback and examples to help shape future improvements.
Sarah Pickard
shared this idea
·
-
13 votes
Hi everyone, thanks for sharing your examples and adding your support to this idea.
As noted in my last update - The ways you can record a supplier prepayment and later allocate it to a bill right now are;
- From bank reconciliation, choose Create > Add details, then change Spent as to Prepayment and select the supplier.
- Starting in the bills area, you could use the + menu in the blue banner. Then follow the same steps above to switch to a Prepayment type transaction
I want to be open that right now we don't have any plans for adding the ability to create a prepayment directly within the Bills experience. There are also broader requests in more recent feedback that we have existing ideas for:
If any of these would help your processes, please add your vote to…
An error occurred while saving the comment Sarah Pickard
supported this idea
·
-
18 votesSarah Pickard
supported this idea
·
-
11 votesSarah Pickard
supported this idea
·
-
44 votesSarah Pickard
supported this idea
·
-
3 votes
Hi everyone, thank you for clarification of the idea here. Can understand how being able to set the date range or end date of a bank rules application could help with more accurate application and efficiency in reconciling.
As you'll be aware auto bank reconciliation has now also been rolled out to organisations and leverages bank rules as a means to help reconcile your accounts so regular review and update of your rules can further assist in using this tool.
I'd like to be honest here that there are no plans at this point for extending criteria of rules to be able to accommodate this idea, however we'd like to continue to gather interest through this idea and can keep yu in the know if there are any updates.
An error occurred while saving the comment Sarah Pickard
commented
I'd like it to recogise that say, ESFA receipts between 1-5 of the month are posted to one nominal and those recived after should be posted elsewhere.
i.e. ESFA income around the 1st of the month is always GAG but receipts after the 6th may be other income so would need manual interventionSarah Pickard
shared this idea
·
-
34 votes
Hi everyone, we appreciate how an exclude option could make filtering reports quicker and easier, especially when you only need to leave out a few items.
Our product team sees the value in this idea, however it’s not on the current roadmap.
It'll remain a longer-term consideration as we continue looking at ways to improve reporting.
We appreciate everyone who’s shared examples of where this'd help.
If there are any updates we'll let you know here.
An error occurred while saving the comment Sarah Pickard
commented
Can we please have the option to EXCLUDE fund codes from I&E reports rather than include? We add new fund codes regularly and with 17 schools this means I need to edit the layout of so many reports each month. If we could simply exclude the ones we don't want I would not need to edit the layouts
An error occurred while saving the comment Sarah Pickard
commented
We really need this option for I&E reports. We use fund codes a lot and are often adding new ones for school trips, we are then required to edit the layout for 3 reports for each of our 17 schools every month
Sarah Pickard
supported this idea
·
-
12 votesSarah Pickard
supported this idea
·
-
9 votesSarah Pickard
supported this idea
·
-
45 votesSarah Pickard
supported this idea
·
-
349 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Sarah Pickard
supported this idea
·
It would be great to be able to identify bills you wants to prepay and easily create related journals. i.e. see the rates bill needs to be spread across 12 months, Xero creates a journal to move cost to prepayments on the balance sheet and create a repeating journal to release the cost monthly. I currently do this manually but it seems obvious for Xero to be able to create these journals with some easy input (i.e. number of months to spread cost over, confirm account code for released cost)