Settings and activity
62 results found
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319 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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Charlton Bowery
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136 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Charlton Bowery
supported this idea
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24 votes
Appreciate your feedback here, James. It's good to hear the sort of information our customers would find most handy on the go.
This isn't something we have direct plans for atm, but we'll get a sens of the interest for viewing the Balance Sheet in the Xero Accounting app from the community here and I'll let you know if there are any plans made.
Charlton Bowery
supported this idea
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90 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Charlton Bowery
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26 votes
Hi everyone, we want to thank you for supporting and sharing how displaying company logos in your organisation from the drop down menu in your Xero organisation could make it easier to identify the right company when working across multiple organisations.
Currently the icon will show company initials, with the Xero logo shown for the demo company.
Our team have taken an initial look at what's required to deliver this, however involving work across multiple teams and considering other priorities we want to be transparent here that this isn't something we have plans for.
Should this change in the future we will be sure to share an update.
Charlton Bowery
supported this idea
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45 votes
Hi everyone, thanks for raising and supporting this idea of having more visibility or an alert when turnover is reaching the VAT threshold. This is something our team have picked up and taking a deeper dive into. No promises at this point but we'll keep you updated of any news here.
Charlton Bowery
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84 votesCharlton Bowery
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44 votesCharlton Bowery
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42 votesCharlton Bowery
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47 votesCharlton Bowery
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45 votesCharlton Bowery
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45 votesCharlton Bowery
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44 votes
Hi everyone, we appreciate the interest we've received in being able to edit Workpapers from our community.
As we continue to develop and release our new Workpapers solution to practices across the globe, this is something we know could benefit some practices (especially in NZ) and have it high on our radar as the team continue to plan their roadmap.
While this isn't in the pipeline yet we'l share if there are any updates for this, here.
Charlton Bowery
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48 votesCharlton Bowery
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50 votesCharlton Bowery
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45 votesCharlton Bowery
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46 votes
Hi everyone, we appreciate your interest and contributing to the idea here.
While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).
Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.
Charlton Bowery
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44 votesCharlton Bowery
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51 votesCharlton Bowery
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49 votesCharlton Bowery
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