Settings and activity
7 results found
-
3 votes
Cat Pietropaolo
supported this idea
·
-
62 votesCat Pietropaolo
supported this idea
·
-
9 votes
Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
An error occurred while saving the comment Cat Pietropaolo
supported this idea
·
-
3 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
supported this idea
·
-
21 votesCat Pietropaolo
supported this idea
·
-
7 votesCat Pietropaolo
supported this idea
·
-
558 votes
Hi team, we appreciate the growing interest this idea's gaining and want you to know our product teams are very attuned to our customers desire for a bank feed for CAF bank.
We're continuing to work closely with our third party integrators to make more bank feeds available via open banking. A feed for CAF is high on our agenda, however we're reliant on third party integrators to support this integration in order for us to deliver this for you all.
I want to assure you we're pushing for it's integration, but we cannot commit or confirm a timeline for this work to be undertaken.
As soon as there's progress to share we'll happily provide further updates for you all.
Cat Pietropaolo
supported this idea
·
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.