Settings and activity
6 results found
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12 votes
Hi team, returning to the idea here we appreciate the added feedback.
Checking in with our product team this is working as designed. At present as you've described the selection for 'Show archived' is automatically selected when running the Account Transactions report, and even if you save as custom this option will default to selected each time the report is run so you'll need to make sure to uncheck this if you don't want to see these accounts.
The default of this option is to ensure that all transactions are shown in the report for the period it's being run.
We appreciate expecting the selection to be saved with other custom settings and this is something the team will consider as they prioritise their roadmap, but I want to be transparent that this isn't planned at this time. If there are any changes planned I'll be sure to update you…
An error occurred while saving the comment An error occurred while saving the comment 
Cat Pietropaolo
commented
I agree with Murray Thompson and don't understand why developers still haven't changed at least the default ticked items. It doesn't look like they are testing features properly and they don't seem to be making the right decisions for users. Nobody would want archived accounts to be included by default, of course. Why would they have been archived in the first place? To be hidden!
An error occurred while saving the comment Cat Pietropaolo
commented
I had raised the same issue (as I hadn't found this), and Xero Support merged it with another one that is quite different... Do they actually read our comments (and test the user interface in the first place)?
As other people said, of course it should be easier (and actually the default behaviour) to keep archived accounts hidden. We don't want to see them...
My comment was the following (it includes one more point):
Ability to properly HIDE locked archived accounts
It is annoying to keep seeing them in reports dropdowns if we are never going to use them. Plus, accounts that were archived by the system from the start cannot even be edited, so we're stuck with those codes and cannot even push the accounts to the bottom of the list, for example. Not good.
Cat Pietropaolo
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73 votesCat Pietropaolo
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4 votes
Thanks for sharing this idea and how the new homepage impacts your workflow.
Right now, you can:
- Use Customise homepage to add or remove whole widgets (including Bank accounts and Chart of accounts watchlist), and
- Choose which bank accounts appear in the Bank accounts widget, and which GL accounts appear in the Chart of accounts watchlist via Select/Edit accounts.
There isn’t a broader option to hide individual GL accounts across the homepage, and this isn’t on our current roadmap, so we’re moving this idea to Gaining support so others can vote and add their use cases.
While we can’t commit to a change here right now, your feedback is logged and will be considered as we continue to iterate on the new homepage experience.
An error occurred while saving the comment Cat Pietropaolo
commented
Ability to properly HIDE locked archived accounts. It is annoying to keep seeing them in reports dropdowns if we are never going to use them. Plus, accounts that were archived by the system from the start cannot even be edited, so we're stuck with those codes and cannot even push the accounts to the bottom of the list, for example. Not good.
PS: Xero Support have merged my idea with this one, but I think we are talking about different things.Cat Pietropaolo
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24 votesCat Pietropaolo
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7 votesCat Pietropaolo
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588 votes
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
Cat Pietropaolo
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How arrogant... Users keep telling you what they need, and Xero support still decide to do otherwise. If you were really worried about reports not showing all the transactions, you would change other settings too. I think this is because you don't want to allocate any of your time to that and rather work on other things you think are more marketable, whether most of your users like it or not. Hopefully some better software will come along and draw the vast majority of your customers.