Settings and activity
8 results found
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6 votes
Like your forward thinking, Johan.
As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account.
We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog.
Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available.
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36 votes
Thanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here.
An error occurred while saving the comment 
Julie Curnow
commented
Thanks for your reply Kelly.
I was hoping this would be an easy fix. The rounding causes us no end of problems because our budget workings are prepared in spreadsheets and it is a pain to have every formula modified to the $ as it results in the budget being slightly different to the amount requested. We have 11 departments and each department has its own rounding difference. This year they totalled $134. It's not much in $ but it is a pain that the reports presented to our Board have small inconsistencies. -
203 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
An error occurred while saving the comment Julie Curnow
commented
A fundamental part of accounting is budgets and to have the P&L without the balance sheet shows a lack of appreciation that Xero is not used by just sole traders, and accounting firms.
Julie Curnow
supported this idea
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88 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Julie Curnow
supported this idea
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An error occurred while saving the comment Julie Curnow
commented
Income statements, trial balance and balance sheet please
An error occurred while saving the comment Julie Curnow
commented
For us it is the custom income statements where we bring in a range say Employment Costs is accounts starting with the number 4. The report brings them in a strange order. It is not by account code, alphabetically or by amount. We cannot work out the order and we cannot drag and drop the accounts into the order we want. The only work around would be to not use the function "Include Accounts by Code" and bring them in manually. But that means if a new account is created we have to manually drag it into the correct spot.
Thanks in advance -
16 votesJulie Curnow
supported this idea
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208 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
An error occurred while saving the comment Julie Curnow
commented
So much manual manipulation for something that should be a standard feature. Xero must think no one has to prepare forecasts.
Julie Curnow
supported this idea
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112 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Julie Curnow
supported this idea
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430 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Julie Curnow
commented
I love Xero but I think their user access is its biggest short coming. User permissions are a fundamental part of any accounts system.
This is one area where I prefer more complexity and choice.
We lose a lot of potential efficiency and effectiveness by not allowing people to do their jobs / duplicating effort so that junior staff don't end up seeing confidential data.Julie Curnow
supported this idea
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AI is where Xero is placing their effort but there are only 6 votes. I wish they would handle some of the bug bears that have been around for years. I can't say I have found any of the new releases in 2025 useful, except being able to upload documents to a fixed asset. I have plenty of past issues that I would like addressed - budget management and segregated user access being the 2 most painful where we have to do manual workarounds.