Settings and activity
14 results found
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7 votes
Thanks for sharing your idea about how the workflow could be improved for you, when you're importing and approving bills.
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 also benefit, so they can add their votes and comments too!
Karen Wright
supported this idea
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95 votes
An error occurred while saving the comment Karen Wright
supported this idea
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33 votes
An error occurred while saving the comment Karen Wright
commented
Stunned that this isn't there by default. I'm a new user and don't have too many journals at present but already I'm frustrated that I have to open each journal up to see if I've got the right one!
The journal reference is there, so I should be able to search on it!
Karen Wright
supported this idea
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1 vote
Hi Karen, we wanted to share a quick update regarding the idea to adjust the default row height on exported Excel reports.
This idea is now classified as Gaining Support, and we’re continuing to monitor it as part of our ongoing efforts to improve reporting features.
To the community, if this improvement would benefit your workflow, please feel free to vote and share your thoughts.
Thank you for contributing your ideas!
Karen Wright
shared this idea
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47 votes
Hi team, we appreciate interest and the value our customers have in using and being able to keep track that transactions have ben assigned to Tracking categories in your org.
As we continue to develop Xero, ideas in the forums here are being considered closely by our product teams.
I want to be upfront that we don't have any immediate plans for developing a Tracking widget or adding a tracking view to the existing widgets, but if any work is picked up around this we'll be sure to let you know here. Thanks
Karen Wright
supported this idea
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4 votes
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
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149 votesKaren Wright
supported this idea
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49 votesKaren Wright
supported this idea
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8 votes
Hi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
Karen Wright
shared this idea
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95 votesKaren Wright
supported this idea
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106 votes
An error occurred while saving the comment Karen Wright
commented
I would also like to add a Google Review link to my emails and/or invoice templates
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217 votesKaren Wright
supported this idea
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242 votes
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
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83 votes
An error occurred while saving the comment 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
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We do this as well, and I'd also like to be able to quickly report on Quotes and their outstanding balances.