Settings and activity
7 results found
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319 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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Helen Hardegen
supported this idea
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21 votes
An error occurred while saving the comment Helen Hardegen
commented
This makes a lot of sense, so that the items can be marked Completed. Otherwise if staff leave or are on holiday, the returned items may not be dealt with.
Helen Hardegen
supported this idea
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7 votesHelen Hardegen
supported this idea
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337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Helen Hardegen
supported this idea
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200 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
Helen Hardegen
supported this idea
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207 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Helen Hardegen
supported this idea
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22 votes
An error occurred while saving the comment Helen Hardegen
commented
Clients are very unhappy when a cost is charged twice as it is copied over with a job when we are unaware it is being copied. Please Xero, you need to fix this.
Yes, this would be an excellent feature.