Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Trial Balance - Ability to run for a date range

    83 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    32 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.

    We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.

    If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬

    Thanks for your engagement and I'll keep you updated of outcomes in this idea.

    An error occurred while saving the comment
    Matthew Rickett commented  · 

    Get on with this fix. Needed this weeks ago to aid my UK tax reporting and assumed it would be a simple thing to do but apparently with Xero it isn't possible.

  2. Homepage - Widget for overall cash balance

    54 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    21 comments  ·  New Homepage » Homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, it's great to hear the use you find in this widget on the app. With the new homepage experience our product teams are listening closely to feedback and I've made sure to pass this on. We'll let you know if there are any plans to add this on the web version, here.

    An error occurred while saving the comment
    Matthew Rickett commented  · 

    Big upvote here from me!!

    Matthew Rickett supported this idea  · 
    An error occurred while saving the comment
    Matthew Rickett commented  · 

    Can we simply add a TOTAL CASH IN BUSINESS widget to homepage. All accounts, savings and all currencies added up in one real-time number easily displayed on the home page. Would make it easy to see the total cash position of entire business on the homepage.

  3. Homepage - VAT & Corp tax running total

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  New Homepage » Homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.

    We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.

    Matthew Rickett supported this idea  ·