Settings and activity
38 results found
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78 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
Liz Johns
supported this idea
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106 votes
Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.
While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.
To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central explains some of these options that can help with needs expressed in this conversation.
The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.
For future cases, if you're looking to…
Liz Johns
supported this idea
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60 votes
Hi team, thanks for all the feedback on this request. We understand how helpful it'd be to view a bill as Tax Inclusive if that’s how it was originally entered, especially when reviewing bills in your organisation.
We’re currently modernising the Bill Edit and View pages, and this'll be addressed in the new experience. Once a bill is saved or approved, it'll display in the same format it was created in.
Some of you may have already noticed that this has been implemented in the bill quick view (the eye icon in list view).
I’ll update this thread again once the change is released on the individual bill pages as well. 🙂
Liz Johns
supported this idea
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6 votes
Hi Sousana, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. You may share it with your friends and colleagues who may also find this to be a useful addition to Xero. They will be able to add their votes and comments on it too.
An error occurred while saving the comment Liz Johns
supported this idea
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13 votes
An error occurred while saving the comment Liz Johns
commented
this would be an extremely helpful and save a great deal of time, would you please progress this idea to implementation!
Liz Johns
supported this idea
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34 votes
An error occurred while saving the comment Liz Johns
commented
All these years of asking and not a solution in sight!
It is a time consuming exercise to have to delete, re-enter and re-reconcile, rather than stay up to date with part payments and allocations on a day to day basis or individual bills for minor purchases or if the supplier has added to the invoice during the period. Come on Xero, the AI response then the lack of response is causing a great deal of frustration.Liz Johns
supported this idea
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30 votes
Hi everyone, we appreciate you continuing to share how important Item Code is for your reporting workflows.
From some of the feedback here, the Inventory Item Details report could be of use. It'll show inventory activity and can include purchase and sales details from bills, invoices, Spend Money, Receive Money and inventory adjustments.
You can also customise the report to show fields such as contact, date, description, source, quantity, unit cost, unit sale price and value movement, then export the results for further analysis.
We know this isn't within the Account Transactions report, and doesn't provide the account and tracking view with Item Code as requested directly here.
We’ll continue to consider your feedback and these different reporting needs.
We're keeping a close eye on the support for this idea, and I'll share if there are any updates.
Liz Johns
supported this idea
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28 votes
Hi community, we appreciate hearing how focused reports without unrelated accounts would be useful for different budget owners.
We've recently released early access of our new Budgets experience, that brings a more flexible grid and filters.
That said, it doesn’t currently provide a way to hide selected accounts from budget reports. We’ll keep listening to feedback here for future reporting and permissions improvements.
Liz Johns
supported this idea
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17 votesLiz Johns
supported this idea
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10 votesLiz Johns
supported this idea
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59 votes
Hi everyone, thanks for continuing to share and support in this idea. Your feedback has been valuable to our team as they continue to plan their roadmaps.
We'd like to share that we're currently developing a quick sort option on the Trial Balance, Balance Sheet and Profit & Loss reports to allow you to easily sort by account code, without displaying the code.
We appreciate hearing how this'd be of benefit to you, and will be back top share as soon as it becomes available 😊
Liz Johns
supported this idea
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40 votes
Hi all, we understand why seeing annual budget figures in the Account Watchlist would make monitoring easier. We're rolling out new Analytics Budgets that's currently in early access. This new solution doesn't feed into the watchlist just yet. However, this is something we have plans for and will keep you updated of progress here.
Liz Johns
supported this idea
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22 votes
Hi all, thanks for calling out how much scrolling is involved when reviewing a full-year budget. The new Budgets experience provides a spreadsheet-style grid, inline editing, autosave and flexible start and end dates.
It’s a stronger foundation for working with budgets, although showing all 12 months and the total in one view isn’t something we've been able to work into this new experience, we’ll keep this feedback in view as the experience evolves.
Liz Johns
supported this idea
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10 votes
Hi everyone, we appreciate you explaining why archived tracking categories can make historical budgets difficult to manage. We've released new Budgets in Analytics which is currently in early access. This new experience supports tracking category filters, but we want to be upfront that it doesn’t include an archive workflow for budgets linked to retired tracking options. We’ll continue to capture this feedback as the budgeting experience develops.
Liz Johns
supported this idea
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35 votes
Hi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.
However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.
Liz Johns
supported this idea
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230 votes
Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.
Liz Johns
supported this idea
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17 votesLiz Johns
supported this idea
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50 votes
Hi everyone, we appreciate you continuing to highlight the impact of rounding on budget accuracy. We want to be upfront that while we've released new Analytics Budgets (currently in early acces), decimal precision isn’t part of this experience right now. This may be something we consider at a later stage but isn't in our short term plans.
If this position changes we will share an update.
An error occurred while saving the comment Liz Johns
commented
Xero , there must be some action on this because on some of the fields it does accept the 2 decimal place figures on on other fields it doesn't , so perhaps it wouldnt be that difficult to actually implement the very worthwhile suggestion
Liz Johns
supported this idea
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43 votes
Thanks for sharing this idea team, we know this is somehting that has been asked for a lot. At this time we are moving this to Gaining Support so others 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.
An error occurred while saving the comment Liz Johns
commented
to clearly see who the payment went to is critical on the bank and account transactions without having to see multiple "batch payment" references, it becomes a time consuming, frustrating and duplication of process.
I see from this and many other basic accounting and process issues that the standard response is to send the query to yet another "community suggestion" page rather than actually addressing the issues raised by users, some dating back many many years without resolution
Liz Johns
supported this idea
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17 votes
An error occurred while saving the comment Liz Johns
commented
It is not useful to see just the current situation which is
"Description Payment : Multiple Items" and the
"Reference - Batch Payment" on the Bank Rec , the need to open it to check which supplier / invoices is again time consuming and could easily be resolved by having the supplier name and invoice numbers auto populate the required fields. It seems to be that perhaps the number of views and searches means this is suggestion should be implemented Xero rather than waiting another couple of years!
This is a great idea and is often in other accounting software as standard practice. I would also like to see this implemented as standard and/or as an option at the very least.