Settings and activity
20 results found
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13 votes
Cat Pietropaolo
supported this idea
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16 votes
Hi Karlee, thanks for sharing this idea.
We've now reviewed your idea and it's up to the community to get behind and support it.
Make sure you share your idea with any colleagues that could benefit from the warning/ pop up notification on unsaved conversion balances before they navigate away so they can add their vote too!
Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Cat Pietropaolo
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Cat Pietropaolo
shared this idea
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10 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.
Cat Pietropaolo
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70 votesCat Pietropaolo
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2 votes
Thank you for your valuable contribution and for providing a clear, detailed explanation of your need for a "Today" filter in sales reporting. We appreciate you highlighting how this feature would significantly improve the automation of daily sales data transfers to your custom system.
We have completed our initial review of your idea, and it is now open for community feedback and voting. We understand that enabling more efficient, real-time data access is crucial for many businesses.
To help your suggestion gain traction, we encourage you to share it with colleagues and other professionals who would also benefit from this change. Their votes and comments will provide essential insight into how this improvement could enhance the Xero experience for everyone.
An error occurred while saving the comment Cat Pietropaolo
supported this idea
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15 votes
Thanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
Cat Pietropaolo
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9 votesCat Pietropaolo
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14 votesCat Pietropaolo
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7 votesCat Pietropaolo
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11 votesCat Pietropaolo
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17 votesCat Pietropaolo
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13 votesCat Pietropaolo
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114 votesCat Pietropaolo
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152 votesCat Pietropaolo
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4 votes
Hi everyone, thanks for sharing this idea. We understand that having more context around Tracking Categories could help teams apply them consistently, especially when managing more complex reporting setups.
The suggestion is to add a description or notes field to Tracking Categories, giving teams a place to record how each category should be used.
For now, some teams use internal guides or shared documents to keep these details available. We’ll continue tracking this idea here, where other users can add their feedback and examples to help shape future improvements.
Cat Pietropaolo
supported this idea
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125 votesCat Pietropaolo
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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.
Cat Pietropaolo
supported this idea
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10 votesCat Pietropaolo
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14 votesCat Pietropaolo
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Yes, and it would be also useful to have a 'today' button in the mini calendar dropdown when selecting start or end date.