Settings and activity
375 results found
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2 votes
Thanks for sharing this idea about editing reconciled transactions in the Xero mobile app. We appreciate you letting us know how this could improve your workflow.
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.
CHRISTOPHER TENG
supported this idea
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62 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
CHRISTOPHER TENG
supported this idea
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10 votes
Thanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
CHRISTOPHER TENG
supported this idea
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20 votesCHRISTOPHER TENG
supported this idea
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7 votes
Hi team, appreciate your feedback and wanting consistency between the web and mobile functionality.
While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.
We'll keep tracking the votes and interest through this idea and update you if there's any news to share.
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6 votes
Hi Ashleigh👋 Thanks for sharing your ideas and letting us know what matters to you! We also see how deleting quotes would be handy, and your idea is now open to votes from the Community to gain more support.
For adding categories and discount you are able to add a discount. We recommend raising a case with our support team for further assistance with this :)
CHRISTOPHER TENG
supported this idea
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8 votes
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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.
CHRISTOPHER TENG
supported this idea
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213 votesCHRISTOPHER TENG
supported this idea
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4 votes
Hello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
CHRISTOPHER TENG
supported this idea
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3 votes
Hi Michelle thanks for sharing this with us here, can appreciate having the ability to itemise the bills on upload instead of just the one line. Currently this is possible via Hubdoc, you can read more about it here. We recommend raising a case with our support team for more details.
For now, 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.
CHRISTOPHER TENG
supported this idea
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8 votes
Hi everyone, just a quick update to let you know we’ve reviewed this idea and marked it as Gaining Support.
The suggestion to add floating headers in the cash coding screen makes a lot of sense, especially for those of you working through long lists of transactions.
We’re keeping an eye on how much interest this gets, so if it’s something that would help you, feel free to add your vote or leave a comment. That kind of input really helps when we're looking at what to prioritise next.
CHRISTOPHER TENG
supported this idea
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4 votes
Hi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
CHRISTOPHER TENG
supported this idea
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171 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
CHRISTOPHER TENG
supported this idea
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6 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show the Trial Balance by category and now it's up to the community to get behind and support it.
In the meantime, did you know that you can group the Trial Balance by 'Account Class' or 'Account Type'? Whilst not the exact functionality requested, these options allow you to split the accounts up within the report.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
supported this idea
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3 votes
Thanks for the idea ✨ and for explaining the need to be alerted at a mileage threshold so the rate can be updated. We’ve reviewed this and, at this stage, we’re not planning to progress it. The approach needed here would rely on a GPS component for automated tracking, and this isn’t something we’re exploring right now. In the meantime, you can continue recording mileage manually and adjust the rate when you reach your threshold. We’ll keep monitoring interest in this space, and if our direction changes, we’ll update here. Thanks again for sharing your use case and helping us understand your needs 🙏
CHRISTOPHER TENG
supported this idea
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16 votesCHRISTOPHER TENG
supported this idea
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62 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
CHRISTOPHER TENG
supported this idea
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9 votesCHRISTOPHER TENG
supported this idea
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5 votes
Thanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
CHRISTOPHER TENG
supported this idea
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3 votes
Thanks for sharing your idea.
For now, the closest thing we have is to use the Receivable/Payable Invoice Detail (or Summary) reports.
You can use the Filter option on Source, to only show credit notes. However, the existing reports don't show the invoices/bills they're allocated to.
It's now 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.
CHRISTOPHER TENG
supported this idea
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