Settings and activity
7 results found
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520 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
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Kim Peters
supported this idea
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27 votes
Hi team, while not relevant to all areas of Xero atm. As we continue to develop the product you'll find there are many places where teams are beginning to add improvements to behaviours such as Xero remembering your last selection.
For example, in the Products and Services page(Inventory items) if you make a change to the number of items shown, and navigate away from the page when you return this selection is remembered. A couple of exceptions to this is when you change browsers, or if you're using incognito mode or a private browsing page.
We appreciate there are more places across Xero you'd like to see these behaviours and we'll keep you updated of more improvements here.
An error occurred while saving the comment Kim Peters
commented
Please do this as the way the accounts likes certain things to be displayed in Xero won't necessarily be the same for the client. It' frustrating having to change it all the time.
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132 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Kim Peters
supported this idea
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381 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.An error occurred while saving the comment Kim Peters
commented
Under review for almost 3 years and comments requesting this as far back as 2020!!! Pull your head in Xero!
Partial disposals will help with Small Business pool asset disposals, not sure why this is seemingly like rocket science for you guys.
Kim Peters
supported this idea
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299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
An error occurred while saving the comment Kim Peters
commented
All reports under 'Reconciliations' should be available for the report packs. Although I also back Vicki Carlisle's idea that all reports should be made available to be added as you please. I cannot believe Xero hasn't gone ahead and made this possible.
Kim Peters
supported this idea
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3 votesKim Peters
shared this idea
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21 votes
For filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
Kim Peters
supported this idea
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An error occurred while saving the comment Kim Peters
commented
I can help with this one.
Filter by action such as 'Delete' to expand the number of results you get. At the moment, your 1000 transactions limit makes it impossible to see all the actions taken on a particular day if they exceed 1000. It's ludicrous!!
Really? How many votes does it need for it to be taken seriously?