Settings and activity
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1 vote
Appreciate you confirming that you were referring to this from the desktop version, Kelly. I'll re-open the idea here. It's not something we have plans on at present but will track this here, and let you know if any change i s planned.
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Kelly Mansell
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16 votesKelly Mansell
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34 votesKelly Mansell
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6 votesKelly Mansell
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2 votesKelly Mansell
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1 vote
Hi Kelly, we appreciate your feedback here and I did want to share an update seeing as we have recently released our new navigation. While we hope you'll find your overall experience in navigating Xero simpler we do want to be upfront that we have not made any additions to the '+' menu options at this time.
For now we'll continue to watch the appetite for this grow through your idea and share if there are any updates. Thanks
Kelly Mansell
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12 votesKelly Mansell
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3 votesKelly Mansell
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23 votesKelly Mansell
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58 votesKelly Mansell
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1 voteKelly Mansell
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7 votesKelly Mansell
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
An error occurred while saving the comment Kelly Mansell
commented
Please allow the ability to add individual project P&L information to the web and mobile dashboard.
We have project managers who look after specific projects that need to be tracked monthly/quarterly. The ability to save specific project information onto the dashboard would allow PM's to view this information at a quick glance
I'm not talking about adding a favourite P&L report which has to be accessed via the drop down menu, I'm talking about being able to view multiple projects on the dashboard. I think expanding into project management would be helpful (without having the Projects tab)
An error occurred while saving the comment Kelly Mansell
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Please allow the ability to add individual project P&L information to the web dashboard and mobile dashboard. We have project managers who look after specific projects that need to be tracked monthly/quarterly. The ability to save specific project information onto the dashboard would allow PM's to view this information at a quick glance
Kelly Mansell
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75 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
Kelly Mansell
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7 votesKelly Mansell
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16 votesKelly Mansell
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15 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
Kelly Mansell
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166 votesKelly Mansell
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8 votes
Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
Kelly Mansell
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23 votesKelly Mansell
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My idea was closed, but the comment didn't provide the answer.
I am referring to when you upload receipts into Xero website. The receipt analysis is only on the app. I have to use the website to process receipts.
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When uploading an expense claim, Xero should auto populate data like date, organisation, amount to cut down on data entry and mistakes.
Hubdoc has this feature, can this be applied to expense claims?