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93 results found
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55 votes
Hi team, thanks for your engagement and support on this idea. We appreciate the need to have account codes allocated to projects. We will open this idea up for the community to add their votes/support on it. Feel free to share this with your peers and others who may find this feature beneficial. Cheers!
Lezelle Laubscher
supported this idea
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34 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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 benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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214 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Lezelle Laubscher
supported this idea
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84 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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 benefit so they can add their vote too!
Lezelle Laubscher
supported this idea
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55 votes
Hi Cody, thanks for sharing such detailed feedback on progressive billing for fixed-price tasks. It’s really helpful to hear how this could support projects that run across multiple stages.
We’ve reviewed your idea and moved it to Gaining support, so it’s now open for votes and comments from the wider community. If others have similar experiences with fixed-price project billing, we’d love for them to add their voice — it helps show how broad the need is and gives the product team clearer context.
Thanks again for raising this, and we’ll keep you posted on any progress.
Lezelle Laubscher
supported this idea
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202 votes
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, 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 benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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20 votes
Hi everyone, thanks for your feedback on the new Tracking Report. We appreciate you sharing how important summary and grouping functionality is for your workflows.
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 benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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55 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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 benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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17 votes
Hi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.
Lezelle Laubscher
supported this idea
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106 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Lezelle Laubscher
supported this idea
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82 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
Lezelle Laubscher
supported this idea
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25 votes
Thanks for sharing your idea to colour code spent and received items on the bank reconciliation screen.
We've reviewed your request and it's a great one. Now, it's up to the community to show their support.
Be sure to share your idea with colleagues and others who would benefit from this feature so they can add their vote and comments. This will help our product team see just how important this improvement is to our users.
Lezelle Laubscher
supported this idea
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35 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Lezelle Laubscher
supported this idea
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150 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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8 votes
Hi team, we appreciate the feedback however want to be upfront here that we don't have any plans on removing the 24 hours lock off period - This 24 hour cooling off period is designed to give a user time to visit the learning needed to close any skills gap.
Certifications is a test of a users ability to carry out tasks in Xero accurately.
We generally recommend completing the full learning course first as it covers everything a user needs to know to pass.
The direct assessment route is really for those that have been certified before. You use Xero daily and have all the skills, and are just needing to get certified.
Lezelle Laubscher
supported this idea
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55 votes
Hi team, thanks so much for your engagement and for sharing your needs on this idea over time.
While we don’t plan to build this into the Short-term Cashflow feature, we did want to highlight that similar functionality is available through Cash Flow Manager in the new Xero Analytics.
With Cash Flow Manager, you can extend your forecast out to 180 days.
We understand the original request was for a full 12-month forecast and the ability to set a custom date range. We've focused on a short-term forecasting tool in Xero that projects up to 180 days, and whilst we do not have plans to have extended projections longer term that now, there are other solutions - such as Syft that offer advanced forecasting tools as well for long-term projections.
Lezelle Laubscher
supported this idea
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499 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
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27 votesLezelle Laubscher
supported this idea
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65 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
An error occurred while saving the comment Lezelle Laubscher
supported this idea
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129 votes
Hey team, me again. Apologies, getting a little ahead of ourselves with the status of this idea.
I can confirm that self onboarding of new employees is live for Xero Payroll in AU, however this feature does not extend to NZ organisations right now.
This will be something we continue to consider as we keep developing Payroll for NZ and I'll share any further updates with you all here. Thanks
Lezelle Laubscher
supported this idea
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The Sales Only or the Purchase Only options are really not enough though. We need to be able to set permissions to a way great level of user permissions all over the program than we are able to right now. This is causing a lot of frustrations for our bigger corporate clients who have big admin/finance teams doing the processing at various levels. And the fact that Pastel even had the ability to set the permissions down to the last T makes them question why we would say Xero is such a great program/solution if Pastel could do that and Xero can't.