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← Share and support customer ideas for Xero

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11 results found

  1. Reporting - Adjust row height on Excel exports

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Karen Wright shared this idea  · 

  2. Dashboard - Watchlist for Tracking categories

    18 votes

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    2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here. 

    Karen Wright supported this idea  · 

  3. Delete discontinued tracking categories from reports

    3 votes

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    0 comments  ·  For small businesses » Payroll  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea and sharing in the forums here, Rachel.

    Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.

    Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.

    Karen Wright supported this idea  · 

  4. Tracking - Ability to bulk Archive categories

    123 votes

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    submitted  ·  66 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Wright supported this idea  · 

  5. Profit & Loss Report - Compare > 200 tracking categories, and bulk select

    48 votes

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Karen Wright supported this idea  · 

  6. Profit & Loss - Ability to show percentages with Tracking Categories

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Karen Wright shared this idea  · 

  7. Profit & Loss report | Custom - Ability to format formulas

    40 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Karen Wright supported this idea  · 

  8. Email Templates - Add image and hyperlinks

    86 votes

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    submitted  ·  29 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Karen Wright commented  · 

    I would also like to add a Google Review link to my emails and/or invoice templates

  9. Bills - Payment method shown on Bills (DD, BACS)

    176 votes

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    submitted  ·  58 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Wright supported this idea  · 

  10. Quotes - Title and Summary to flow through to Sales Invoices

    217 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Karen Wright supported this idea  · 

  11. Branding - Add Tracking Categories to Invoice Template

    71 votes

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    submitted  ·  36 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Wright commented  · 

    Absolutely critical for the way we do business to be able to add the tracking category field to a standard invoice.

    Karen Wright supported this idea  ·