Settings and activity
7 results found
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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.
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Krizza Alim
shared this idea
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74 votesKrizza Alim
supported this idea
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5 votes
Hi Abrar, thanks for the thoughtful suggestion and the screenshots showing the account code used when reconciling the bank statement lines. We’ve shared your feedback with the team so they can consider this in future improvements. In the meantime, it’d be great to hear from others who’d benefit—please add your vote and any specific scenarios where this would save time in your workflow. In the meantime as a short-term workaround, run the Account Transactions report for the Bank account and add the Related account column to see where each transaction was coded ✨
Krizza Alim
supported this idea
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247 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Krizza Alim
supported this idea
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1 vote
Hi Krizza 😊,thanks for sharing this idea a contact column in the Activity Statement. We appreciate you explaining how this could support your review workflow. We’ve reviewed your idea and it’s now in Gaining support status, which means it’s open for community votes and comments. We encourage other community members who would find this useful to add their votes and share their experiences to help build momentum for this suggestion.
Krizza Alim
shared this idea
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1 vote
Hi team, I’ve got some updates on the Edit Link - Not Delete Right Away feature for Xero Workpapers. This is a confirmed feature for the new Xero Workpapers solution and is currently in development as part of the new Workpapers solution being developed in partnership with BGL and in the upcoming roadmap. The goal is to address a major workflow pain point that was raised directly from customer feedback. The plan is for a phased rollout, starting with Australia in FY26, Updates on the release will be shared through the Xero blog as we get closer to launch. This feature is part of a broader set of improvements focused on enhancing review, collaboration, and compliance within the new platform. ⭐
Krizza Alim
shared this idea
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5 votes
An error occurred while saving the comment Krizza Alim
supported this idea
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When the main XPM subscriber is given access to a client’s Xero file, that access should automatically include permission to manage user access. This would allow the XPM subscriber to directly assign staff to the client — similar to how it works in QBO, where once the accountant has access, they can privately add their team members without needing the client’s approval each time. Not all clients are aware of the “Manage User Access” option, which often causes delays and disrupts smooth operations for the company.
Likewise, payroll access should also be automatically granted to the main subscriber. From there, the main subscriber should have the ability to assign customized access levels to each staff member as needed.