Settings and activity
14 results found
-
148 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
Linda Smilley
supported this idea
·
-
178 votesLinda Smilley
supported this idea
·
-
99 votesLinda Smilley
supported this idea
·
-
96 votes
Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.
At this stage there’s no set plans to develop tracking in Xero inventory.
This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.
Linda Smilley
supported this idea
·
-
255 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Linda Smilley
supported this idea
·
-
85 votes
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, 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.
Linda Smilley
supported this idea
·
-
120 votes
Hi everyone, we appreciate your patience & would like to thank everyone who’s shared their thoughts and supported this idea.
Xero's payroll reports do currently offer some options to adjust columns, filters & layout. However we hear & understand the need for having additional information & more flexibility with payroll reporting, including the ability to customise & save reports for future use.
Being open here, these improvements are not in our current pipeline. However we'll use this feedback to shape how we plan future improvements in Xero Payroll reports.
An error occurred while saving the comment Linda Smilley
supported this idea
·
-
276 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
Linda Smilley
supported this idea
·
-
7 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Linda Smilley
shared this idea
·
-
6 votes
To double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
Linda Smilley
supported this idea
·
An error occurred while saving the comment Linda Smilley
commented
Same for copying any transaction. More often than not I need the same reference.
-
27 votes
Hi team, we understand how being able to search reference from the Account Transactions screen would create more efficiencies for those who've supported here.
Being open, this isn't something we have plans for extending the search for at present.
Right now, the best option would be to make use of the search within the Account Transactions report, where you can select the bank account you'd like to search and then can add a filter for Reference.
If this is something you'd find yourself commonly using you could make sure the Account Transactions report is favourited, and could even save a custom report of the Account Transactions report filtered by the bank account to save you a step.
For now, we'll continue to watch the interest in this idea grow and share if there are any updates planned. Thanks
Linda Smilley
supported this idea
·
-
4 votes
An error occurred while saving the comment Linda Smilley
commented
Same for the spend money, receive money, invoice and bill references.
I'd like to see the reference on a separate line then too.
Also, for the reference to appear correctly in reports after it is updated.
Currently, one must amend the contact or description for the reference to be updated.
Linda Smilley
supported this idea
·
-
8 votes
Hi everyone, thank you for your votes and comments on this idea, and our apologies for the delay in providing an update.
For context, the issue is with how data is supplied to us from the bank. For direct feeds, the information you see in Xero, including the format of the reference field, is provided directly by the financial institution. We are not able to control how this information is formatted and sent to Xero.
For those of you experiencing this with Bendigo Bank, we recommend contacting the bank directly to request that they make changes to the way this OSKO payment data is provided on their feed.
In the meantime, we will leave this idea open to continue tracking support on this.
Linda Smilley
supported this idea
·
-
243 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
An error occurred while saving the comment Linda Smilley
commented
AND then be able to code the unreconciled bank feed direct out of the search :-)
Linda Smilley
supported this idea
·
Ability to customise all Payroll reports and 'save as' a custom report like you can on other reports