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  1. XPH | Jobs widget - Ability to sort and group jobs by Partner or Manager

    3 votes

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    1 comment  ·  Xero Partner Hub » Jobs  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    We can see how being able to group or sort the Jobs widget by Partner or Manager would make it easier to understand how work is distributed across the team, without needing to leave the dashboard.

    I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.

    Kevin Sippel shared this idea  · 

  2. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

    225 votes

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    82 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

    I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

    • A 60-minute video interview where we share early concepts and ask for your feedback

    If you'd be interested in participating and giving your time, please complete this short survey -

    • Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁

    An error occurred while saving the comment
    Kevin Sippel commented  · 

    "At present, there isn't functionality in Xero to add the quantity from your receive money transactions to the report."

    It would be great if this could be fixed up as well.

    Kevin Sippel supported this idea  ·