Finance professionals sharing practical questions and ideas through a connected community workspace

THE KX COMMUNITY

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Bring practical KalkuleX, Xero and Excel questions to other finance professionals—or show the product team what better work should look like.

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5opening discussions
2feature requests
1published replies
500verified upvotes trigger formal review

Founding-board preview: these opening topics are published by KalkuleX. Your vote is saved on this device for interface review; verified public totals will begin with member sign-in so voting cannot be manipulated.

DiscussionKX LiteExcel Data WorkspaceOpen for discussion

Which Excel workflow should KX Lite simplify next?

Tell us where repeated Xero-to-Excel preparation still takes too much time or creates avoidable rework.

KalkuleX Product TeamStaff · Published 13 Sep 20260published replies
Open discussion

Opening note from KalkuleX

Useful examples include the source information involved, the Excel result you need and what must remain reusable when the source changes.

No member replies have been published yet.

Be the first to add a useful example or a constructive point of view. Every reply is reviewed before publication.

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Feature requestKX SuiteCost centres and reportingGathering input

Cost-centre reports with reusable groups and subtotals

Help define how finance teams should group locations, departments and operational units without rebuilding report structures.

KalkuleX Product TeamStaff · Published 13 Sep 20260published replies
0 / 500 verified upvotes toward formal review
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Opening note from KalkuleX

We are seeking practical examples of reporting hierarchies, allocation needs, group subtotals and how those structures should work across more than one company.

No member replies have been published yet.

Be the first to add a useful example or a constructive point of view. Every reply is reviewed before publication.

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Feature requestKX SuiteInventory and productionGathering input

Multi-warehouse transfers with kits and BOM visibility

What should users see when stock, kits and production requirements move between warehouses?

KalkuleX Product TeamStaff · Published 13 Sep 20260published replies
0 / 500 verified upvotes toward formal review
Open discussion

Opening note from KalkuleX

Please describe the approvals, quantities, source documents and exception warnings that would make transfers controlled and easy to reconcile.

No member replies have been published yet.

Be the first to add a useful example or a constructive point of view. Every reply is reviewed before publication.

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DiscussionKX PracticePractice workflowOpen for discussion

What should a practice-wide client work queue show first?

Help prioritise the client, deadline, reviewer, evidence and exception details accounting teams need at a glance.

KalkuleX Product TeamStaff · Published 13 Sep 20260published replies
Open discussion

Opening note from KalkuleX

We want the queue to support Xero-only clients and KX Suite clients without losing client context, responsibility or delivery status.

No member replies have been published yet.

Be the first to add a useful example or a constructive point of view. Every reply is reviewed before publication.

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QuestionXero + ExcelCross-platform useAnswered by KalkuleX

Where do you do most of your finance work in Excel?

Windows, Mac, the web or iPad—tell us which environment matters to your work and where compatibility causes friction.

KalkuleX Product TeamStaff · Published 13 Sep 20261published replies
Open discussion

Opening note from KalkuleX

KX Lite is intended to provide a meaningful core experience across supported Excel environments. Your real working context helps us test the right journeys.

KalkuleX Product TeamStaff response · Published 13 Sep 2026

KX Lite is being built so its meaningful core workflow can operate in Excel on Windows, Mac and the web where the required Excel APIs are available. We want platform-specific examples so compatibility decisions reflect real finance work.

Reply to this discussion

FIND THE RIGHT CONVERSATION

One community. Clear product context.

Four finance workspaces connected to one shared professional knowledge hub
Different products and questions. One clearly organised community.
01 · KX LITE

Independent Xero-to-Excel workspaces

Setup, Excel Data Workspace, queries, templates, GL Cross-Match, evidence and KX Credits.

Ask or suggest
02 · KX SUITE

The centrally governed ERP-capability bridge

Finance, cost centres, sales, purchasing, inventory, warehouses, kits, BOMs, production and administration.

Ask or suggest
03 · KX PRACTICE

The connected accounting-practice hub

Client context, staff access, repeatable workflows, reporting, review, evidence and delivery.

Ask or suggest
04 · XERO + EXCEL

Questions beyond a single KX product

Authorised Xero information, Excel platforms, formulas, models, reporting and practical workflows.

Ask or suggest
Community support carrying a product idea into a formal review by the development team
Verified support creates a visible path to formal consideration.
500VERIFIED UPVOTES

A PUBLIC REVIEW COMMITMENT

A milestone that guarantees consideration—not a hollow promise.

When an eligible product request reaches 500 verified upvotes, KalkuleX will formally table it with the development team, record the decision and publish a response.

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  4. 04Considered

    Product ideas gain verified votes and receive visible status updates.

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Search the public board before posting so useful answers and support stay together. KalkuleX staff reviews every new discussion and reply before it can be published.

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Strong criticism and disagreement are welcome when directed at ideas, workflows and product decisions—not people.

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KX Community | Questions and Product Ideas | KalkuleX