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118 results found
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35 votes
Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
Shane Ham
supported this idea
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68 votes
Hi community, we appreciate your continued feedback and hearing how important client queries are to your Workpapers workflow.
We understand the value of being able to send queries to clients and have their responses and documents come back into New Workpapers. This is something we have intentions of developing, however it's not being worked on just yet. We’ll update you here when things progress.
Shane Ham
supported this idea
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28 votes
Thanks for sharing your thoughts on adding dates to the Franking Credits workpaper.
We've reviewed your idea 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.
Shane Ham
supported this idea
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19 votes
Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
Shane Ham
supported this idea
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79 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Shane Ham
supported this idea
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30 votes
Thanks for sharing your idea to include GST reports in report templates.
We can see how this would be a real time-saver, especially when you’re building out report packs for clients or internal teams. There’s clearly a strong appetite for this feature, and we understand why. Being able to add GST reports directly into templates would simplify the process of creating complete, consistent report packs for any purpose.
This idea is now in the Gaining Support stage. That means it's open for voting and comments, and we’ll continue to monitor interest from the community. Your input helps inform how we prioritise future updates to Xero. We’ll keep you posted here with any developments.
Shane Ham
supported this idea
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30 votes
Thank you for your candid feedback and engagement on this idea. The good news is we're actively working on a complete rebuild of this report on our new reporting platform ✨. This project is a top priority and is specifically designed to solve the issues you've raised. The new report will automatically pull in filed return amounts, allow you to drill down into transactions, and always show a correct, cumulative unfiled balance. We're in the development phase, and we’re also actively gathering feedback on the ability to make manual adjustments in the new report, which we know is a critical requirement. We are committed to delivering a report that makes this essential part of your workflow easier and more reliable. We'll be back with another update as we make progress 😊
Shane Ham
supported this idea
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33 votes
Thanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.
Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Shane Ham
supported this idea
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179 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
An error occurred while saving the comment
Shane Ham
supported this idea
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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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Shane Ham
supported this idea
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184 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Shane Ham
supported this idea
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406 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Shane Ham
supported this idea
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801 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Shane Ham
supported this idea
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29 votes
Shane Ham
supported this idea
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225 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Shane Ham
supported this idea
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29 votes
Shane Ham
supported this idea
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54 votes
Shane Ham
supported this idea
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13 votes
Shane Ham
supported this idea
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46 votes
Shane Ham
supported this idea
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485 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
Shane Ham
supported this idea
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I don't see why we need to vote on critical functionality that used to be available via an add-on until Xero acquired it and then shut it down in all countries outside of the US.
This application provides critical functionality and without it, MYOB will continue leading the way with inventory features.