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'XPM - Further Staff Access Options for Managing Invoices in XPM' has been merged into this idea

3 results found

  1. Bank Reconciliation - Untick 'Show (currency) items only' by default

    55 votes

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    33 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your feedback and for sharing your thoughts on this idea. We understand having to untick the "Show (currency) items only" adds extra clicks and slows you down. Our current default setting is designed to help prevent common reconciliation mistakes. Most users primarily reconcile transactions in their local currency, so defaulting to that view helps keep the screen less cluttered and reduces the risk of accidental mismatches with foreign currency transactions, which can be complex. For now, the process is to untick the "Show [currency] items only" box whenever you need to reconcile a foreign currency transaction. We know this isn't a perfect solution for everyone, but we wanted to provide some context on why the current design is in place. We'll continue to listen to your feedback and will let you know if anything changes. Thanks for being part of the Xero community!

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    Adam Haworth commented  · 

    I agree. This needs more traction as it is so simple to implement and would save so much frustration for Xero users who use multiple currencies.

    I also have no use for an AI assistant; just improve what you already have.

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    Adam Haworth commented  · 

    Please consider this, from a developer's point it would be so simple to change this!

    Adam Haworth supported this idea  · 

  2. Navigation - Freeze bar at the top of the page to save scrolling

    235 votes

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    48 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

    Adam Haworth supported this idea  · 

  3. Organisation setting - Ability to hide/delete the demo company

    293 votes

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    124 comments  ·  Users & setup » Navigation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, the demo company provides the ability to test and trial Xero features without impacting data in your live organisation. It's especially useful when you're getting started with the product or want to see how a feature works that you haven't used before.

    That said, we understand not all our customers want or need access to the demo company. We appreciate your feedback on being able to hide or remove this here, and our product team are aware of the interest and feedback surrounding this - Both from this direct thread and the previous commentary and votes from the older forum where this originated.

    While we don't have immediate plans, this is an area our team are looking to review. We will update you if there is any planned changes to this, through this idea.

    Adam Haworth supported this idea  ·