Settings and activity
69 results found
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34 votes
Kelly Mansell
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67 votesKelly Mansell
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9 votesKelly Mansell
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92 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 An error occurred while saving the comment Kelly Mansell
commented
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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79 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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8 votes
Hi team, thanks for the feedback we've received on this idea. We'd like to highlight that on the new homepage, you'll find Net Profit & Loss is a widget, on the widget you'll find there are a few different date selections.
I appreciate this doesn't quite achieve the monthly comparative as shown in the screenshot and we'll continue to keep this idea open for votes and share if there are improvements planned.
Kelly Mansell
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16 votesKelly Mansell
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16 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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188 votesKelly Mansell
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10 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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24 votesKelly Mansell
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8 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Kelly Mansell
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59 votes
Hi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.
As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.
We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!
I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊
Kelly Mansell
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62 votesKelly Mansell
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1 vote
Hi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.
Kelly Mansell
shared this idea
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64 votesKelly Mansell
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17 votes
Hi team, we appreciate the support for being able to link bills to an external calendar and while this isn't something we have immediate plans of will continue to keep a watchful eye on the interest in this idea. I'll share if there is any progress around this to update you on.
Kelly Mansell
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3 votesKelly Mansell
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93 votes
An error occurred while saving the comment Kelly Mansell
commented
Please allow the ability to click invoices you want to change, and then bulk edit. You should be able to change date, expenditure codes, project codes, description, etc as a bulk edit . This would save a lot of time if you are repeating the same details on each invoice.
Kelly Mansell
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10 votesKelly Mansell
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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)