Settings and activity
9 results found
-
25 votes
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 🙂
Anne-Marie Bolton
supported this idea
·
-
122 votes
Thanks for your feedback, Elma. Our product team is paying close attention to this and exploring ways to improve the experience for users working on smaller screens or using split-screen layouts.
The Account and Description columns are responsive, so widening your view will expand these columns and provide more visibility. We understand, though, that this may depend on your individual setup and processes.
I’ve updated the title of your idea to reflect your request for a compact view, which will help us track interest in this improvement.
Regarding the date formatting, dates in manual journals are localised. We recommend checking your browser’s default language and region settings and, if needed, updating them to match your location. For example, selecting English (New Zealand), English (Australia), or English (United Kingdom) will allow you to enter dates in the DDMMYYYY format.
An error occurred while saving the comment Anne-Marie Bolton
supported this idea
·
-
17 votes
Hi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.
Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.
We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.
An error occurred while saving the comment Anne-Marie Bolton
commented
This function already exists in AU Xero so why is it missing from NZ Xero?
-
30 votes
Hi everyone, we have split this idea from the original post so we can get a better sense of interest in being able to view credit and debit totals directly under the columns here.
For now we are keeping an eye on the support for this here.
Anne-Marie Bolton
supported this idea
·
-
56 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting 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.
Anne-Marie Bolton
supported this idea
·
-
193 votes
Thanks team, we really appreciate you describing your needs in allowing staff to raise and manage purchase orders without opening up supplier bills and broader financial information.
Right now, we’re developing a dedicated Purchase Orders Only role, that'll give you more granular controls for purchase orders - You'll be able to give your users access while keeping access to your bills separate.
Your feedback here has ben valued in helping us evolve our permissions in the product.
I'll come back to share once these changes are live. 😁
Anne-Marie Bolton
supported this idea
·
-
175 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
Anne-Marie Bolton
supported this idea
·
-
99 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
Anne-Marie Bolton
supported this idea
·
-
112 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
An error occurred while saving the comment Anne-Marie Bolton
commented
I am buying currency most weeks. I also hold foreign currencybank accounts to minimise exposure to exchange rate variances. Trying to reconcile supplier accounts converted at random exchange rates makes it near impossible to know what needs to be paid. Dumping data into Excel to track something so fundamental is not the answer. If Xero has programmers who think this is not important then they need to be replaced.
Anne-Marie Bolton
supported this idea
·
I have to agree with all the negative comments on this change. Show me an accountant that does all their work on a phone or tablet and needs all this white space for fat fingers and I am sure there are 1000 others who use a widescreen laptop/PC who don't need it. The existing journal layout was fine the way it was. Focus should be spent on things that are required and Xero simply does not provide. For eg a foreign currency debtors/creditors ledger.