Settings and activity
5 results found
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44 votes
Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.
We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
Parvin Guliyev
supported this idea
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67 votesParvin Guliyev
supported this idea
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48 votes
Hi team, we appreciate interest and the value our customers have in using and being able to keep track that transactions have ben assigned to Tracking categories in your org.
As we continue to develop Xero, ideas in the forums here are being considered closely by our product teams.
I want to be upfront that we don't have any immediate plans for developing a Tracking widget or adding a tracking view to the existing widgets, but if any work is picked up around this we'll be sure to let you know here. Thanks
Parvin Guliyev
supported this idea
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123 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Parvin Guliyev
supported this idea
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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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Parvin Guliyev
supported this idea
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With red and green lights on the small left part of each and every contact - it could be good idea to show that if they're active or inactive supplier or customers.
Let's say if we don't issue an invoice, or receive any bills from respective customer/supplier, within more than 2-3 years or so, perhaps they can be shown with red light, which will let an user to have idea if any action to be taken.
Because as in the attached ss, it can be seen that we have many contacts of which many are inactive, or was one-off transaction with them. Obviously to be noted that if there are any supplier/customers that will still be paid or received funds, they are still active.
Regards,
Parvin