Settings and activity
47 results found
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31 votes
Thanks for taking the time to suggest this, Kimberley.
We understand the request for more flexibility when reviewing the GST Reconciliation report. A Cash or Accrual option on the report could reduce the extra steps involved to change the reporting basis.
We've updated this idea to Gaining Support so we can continue collecting feedback and votes. If this would make your GST reviews easier, share your use case with us.
Lexi Allston
supported this idea
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6 votes
Hi Timothy, while we appreciate your feedback I want to be upfront that we don't have any plans to add a complete opt out option.
JAX has become a core part of how Xero works, which is why we've moved it to always-on. That said, JAX isn't active until you open it and move through the initial consent step, so it won't do anything without you initiating it.
You won’t be able to turn JAX off for the whole organisation, but you don’t have to use it:
- If you don’t want to use JAX, simply don’t open it
- If you don’t want certain people to use JAX, you can manage their Xero roles and permissions so they can’t see sensitive data
Lexi Allston
supported this idea
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5 votes
Thanks for sharing this idea. We can understand how having the Save and Update buttons in a consistent location across transaction pages could make moving between different workflows feel more intuitive.
We've updated the status to Gaining Support so we can continue tracking community interest and sharing your feedback with the product team as they consider future improvements to the experience.
Lexi Allston
supported this idea
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4 votes
Thanks for sharing this idea, Frances. We can see how helpful it would be for chatbot responses and help articles to provide direct links to the relevant pages. We’re opening this idea up for votes and comments so we can better understand how useful this would be for the wider Xero community. If you’ve experienced something similar, please vote for the idea and share examples of the links or journeys you’d like to see improved. Your feedback will help us gauge community interest and understand which linking improvements would make the biggest difference. Thanks again for taking the time to suggest this 😊
Lexi Allston
supported this idea
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6 votes
Appreciate your feedback here, Jessica. While subscription invoices are available to view from the Billing accounts tab under Subscription & billing it sounds like you're wanting the view option to be more prominent and directly available from Subscription and billing. We'll get a better sense of the interest for this from the community here.
We have an existing idea around being able to attach a PDF of the invoice to the email you receive and I've added your vote for this so we can keep you updated here.
Lexi Allston
supported this idea
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4 votes
Hey Alicia, thank you for raising this with us. We always appreciate the input from our customers and its great to hear about your experience around accessing Support Articles and Help in Xero Central. This idea is now open for votes and for the community to add their comments and experiences You can share this with others and we will gauge the community interest and response. Any updates will be posted here..
Lexi Allston
supported this idea
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6 votes
Appreciate you bringing this to the community, Dennis. We understand the request for a way to identify dormant user accounts through automated alerts, rather than relying on manual checks.
I’ve updated the status to Gaining Support so we can continue tracking interest.
Lexi Allston
supported this idea
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8 votes
Thank you for taking the time to share this idea with us — we really appreciate you helping us identify ways to improve security in Xero. 🔐
This is now open for votes and comments from the community. The feedback and support received here help us understand how valuable this functionality would be for other customers. In the meantime, feel free to share the idea with colleagues who would also like to see this functionality so they can add their support too.
Lexi Allston
supported this idea
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Lexi Allston
supported this idea
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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. 🙂
An error occurred while saving the comment Lexi Allston
supported this idea
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2 votes
Hey David, thanks for this Idea, we just need more information so we can review this. If you can let me know where the Placeholders are situated and how having the previous year option would benefit your business processes then we can complete the review.
Lexi Allston
supported this idea
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An error occurred while saving the comment Lexi Allston
commented
This would actually be quite helpful.
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24 votes
Hi everyone, thanks so much for taking the time to share this idea and explain the impact it’s having on your payment runs.
We can absolutely see how splitting one payment run into multiple batches adds extra steps and complexity to the process, especially for organisations managing a high volume of bills.
Because of the support and detail we’re seeing on this idea, we’re moving it to Gaining Support. This helps us better understand how many customers are affected and the different ways this limit is impacting their workflow.
Please keep the feedback coming — if you can, add a comment with a bit more detail about how many bills you’re typically paying in a batch and how this affects your process. That context is really helpful for our team.
Thanks again for raising it and for helping us build a better experience 💙.
Lexi Allston
supported this idea
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57 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Lexi Allston
supported this idea
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48 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Lexi Allston
supported this idea
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9 votes
Hi Hayley, thanks for bringing this idea to the community. We understand that being able to link refunds back to the original transaction could simplify reconciliation and record keeping.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the linking process to work? Your input could help shape the approach.
Lexi Allston
supported this idea
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16 votes
Thanks for sharing this idea around being able to further filter the Find and Match options 🙂
We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.
If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.
We’ll continue to track the feedback shared here.
Lexi Allston
supported this idea
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An error occurred while saving the comment Lexi Allston
commented
Filtering by transaction type in the bank recs would help immensely. Due to my company's integrations, if you accidentally reconcile to an invoice instead of the actual payment, it causes a chain reaction of problems for us.
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8 votes
An error occurred while saving the comment Lexi Allston
commented
We need the ability to create financial reports based on office location.
Lexi Allston
supported this idea
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25 votesLexi Allston
supported this idea
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67 votes
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
Lexi Allston
supported this idea
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115 votes
Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
- Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
- Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
- Use a separate line of the bill to enter a whole amount discount with a negative Price amount
- If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal…
Lexi Allston
supported this idea
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This would be extremely helpful and save a ton of time filtering through which bills I actually need to pay directly via a website. Additionally, I would love to see a color-coded system or some way to distinguish between bills that are paid using other methods as well. For instance, green for direct debit/autopay, blue for vendors I have to write a check to, pink for ones I have to pay online, etc. Currently I am doing my own version of this with the reference line, but it prints my notes on checks, which is not great.