Settings and activity
6 results found
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37 votes
Lina Gano
supported this idea
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3 votes
Thanks for submitting your idea on Xero Product Idea's, Jessica. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any plans for adding more common date options in reports atm, but we'll begin to get a feel of the interest in this from your idea.
Lina Gano
supported this idea
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An error occurred while saving the comment -
317 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Lina Gano
supported this idea
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288 votes
An error occurred while saving the comment Lina Gano
commented
Yes, 100% I agree with this idea.
Lina Gano
supported this idea
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2 votes
Thanks for submitting your idea on Xero Product Idea's, Lina. We appreciate you taking your time to share changes that would be most meaningful to you.
Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
Lina Gano
shared this idea
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304 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Lina Gano
supported this idea
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Implement a new drop-down menu for "Date range" that provides a comprehensive, itemised list of common time periods rather than selecting the date range from a pre-populated calendar, very time consuming especially for accountants.
Problem: The current date range selection for reports is not fully itemised.
Proposed Solution: Add a drop-down menu with a comprehensive, itemised list of date ranges. This menu should include options for:
Financial Year: Last financial year (e.g., 01/07/2024 to 30/06/2025) , This financial year to date , This financial year.
Financial Quarter: This financial quarter to date , This financial quarter , Last financial quarter , and Next financial quarter.
Monthly: This month to date , This month , Last month , and Next month.
Other: Today and Custom.
Benefit: This change would make it faster and easier for users to select common time periods, improving the usability of the generated reports such as the Activity Statement.