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Users & setup

Customer ideas for converting to Xero, navigation and organisation set up

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288 results found

  1. Allow MyIR account to be added into the Xero Verify app.

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    Thanks for your feedback, Johanna. I want to be open, while we'll continue to work on improving the experience when verifying with Xero we don't have any plans to remove the Xero verification process or completely integrate this with other systems verification processes.

  2. A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options

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  3. Amend the Standard user level to have the ability to delete draft asset draft transactions. If an invoice has been incorrectly entered and allocated to asset account and the information pushed through to draft assets, the standard user, who made the error should be able to correct it. They are able to correct the invoice side of things, but this does not remove it from the draft asset list, and they are unable to delete. Standard users have the permissions to delete draft bills and invoices, and even bank lines and statements.. but not draft assets?

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  4. It would be great to be able to limit the accounts that show based on whether they have a value that is not 0. This would be useful for PAYG Payable, Superannuation Payable, Suspense accounts etc.

    Instead of a long list of accounts with 0 balances, it would allow the user to only see the account that have a value.

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  5. export graph of bank account - the image of a decreasing bank balance in the form of a graph over a period of up to 6 months is very telling, please could the image already available be accessible as a download so this can be shared with business owners

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  6. Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.

    As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.

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  7. Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback

    Dear Product Development Team,

    Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1

    We’ve observed a gap in understanding the timing of these…

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  8. I would like to be able to update my company address in Alderney. I currently have an Alderney address in Xero but I am unable to update it as Xero is not currently supporting.

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