Settings and activity
26 results found
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181 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Chris Kitanovski
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643 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Chris Kitanovski
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7 votes
Really appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
Chris Kitanovski
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32 votesChris Kitanovski
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36 votes
Hi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.
One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.
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Chris Kitanovski
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17 votesChris Kitanovski
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58 votes
Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.
We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.
This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.
Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.
Chris Kitanovski
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10 votesChris Kitanovski
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57 votes
Hi everyone, we appreciate seeking urgent help, however right here you're in Xero Product Ideas. This is where you can join and vote on ideas for change at Xero, this is not a direct line to support. This is a public forum where anything you post is visible to others - Please keep this in mind when sharing your details.
While we don't have an inbound number you can contact our Xero Support team, you can reach them anytime by raising a case through the Contact Xero Support tile found at the bottom of most pages throughout Xero Central.
If you can provide a little detail on your questions or what you're needing help with we'll be bale to get you in touch with someone with the best skills to help, and generally our specialists are happy to arrange a phone call at a time that suits you.
Chris Kitanovski
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3 votes
Thanks for sharing your idea about how the experience with viewing support cases could be made better for you.
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 votes and comments about how they'd also like to see this!
Chris Kitanovski
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57 votesChris Kitanovski
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8 votes
Thanks for sharing your idea to add the Partnership Tax Return (PTR) to our base Xero packages.
We're grateful for your engagement and letting us know the changes that matter to you and your business partnership.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how including PTR lodgement in the standard Xero software could improve their experience.
Chris Kitanovski
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7 votes
Hi team, we appreciate the feedback however want to be upfront here that we don't have any plans on removing the 24 hours lock off period - This 24 hour cooling off period is designed to give a user time to visit the learning needed to close any skills gap.
Certifications is a test of a users ability to carry out tasks in Xero accurately.
We generally recommend completing the full learning course first as it covers everything a user needs to know to pass.
The direct assessment route is really for those that have been certified before. You use Xero daily and have all the skills, and are just needing to get certified.
Chris Kitanovski
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Chris Kitanovski
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6 votes
Thanks for your feedback on enabling JAX in Demo Company. We appreciate you sharing how important it is for your team to explore JAX's capabilities in a test environment.
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.
Chris Kitanovski
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Chris Kitanovski
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Chris Kitanovski
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4 votes
Hi Marc, thanks for your engagement and for this excellent suggestion on improving our Xero Central resources.
We've reviewed your idea about making our support content more visual by adding demonstration videos or linking back to specific lessons from our help articles. We agree that for many people, seeing a feature in action is incredibly helpful.
Your suggestion is now open to gain support from other community members. Along with votes, others can now comment to share how more visual content like videos could improve their learning experience and help them better understand Xero's features.
An error occurred while saving the comment Chris Kitanovski
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5 votes
Hi, thanks for submitting this idea. As you mentioned, the Create option doesn't currently have a way to add a new account into your Chart of Accounts.
We appreciate you taking time to let us know how we could improve Xero for you, and your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
An error occurred while saving the comment Chris Kitanovski
commented
It would be extremely helpful if Xero allowed users to create a new account in the Chart of Accounts directly from the Bank Reconciliation screen, without needing to leave the reconciliation process.
Currently, if I come across a transaction that requires a brand-new account, I need to:
Exit or leave the reconciliation screen
Navigate to “Chart of Accounts”
Create the new account
Return to Bank Reconciliation
Refresh the screen so the new account appears for codingThis interrupts workflow and becomes quite inefficient when reconciling large volumes of transactions.
A much better experience would be the ability to create a new account inline during reconciliation — similar to how Xero currently allows users to create a new Contact directly from the Reconcile screen or Create Bank Rule screen.
This would be a major time-saving feature for accountants, bookkeepers, and business owners who regularly reconcile transactions and occasionally need to create new accounts on the fly.
An error occurred while saving the comment Chris Kitanovski
commented
This is the one feature I would really, really like
Chris Kitanovski
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11 votes
Thanks for sharing, Timothy.
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!
We'll share if there are any updates for this here.
An error occurred while saving the comment Chris Kitanovski
commented
This would be such a great new feature, assigning colours or emojis to quickly identify accounts
Chris Kitanovski
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this would be great & really helpful