3 results found
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User Role - Allow users access to specific reports
Ability to only allow some users to access specific reports.
Purpose: Because in some organisation, only some people can only see the information for some reports.
303 votesHeya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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GST Reconciliation Report - Save the filed amounts entries
AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next -…
19 votesThank you for your candid feedback and engagement on this idea. The good news is we're actively working on a complete rebuild of this report on our new reporting platform ✨. This project is a top priority and is specifically designed to solve the issues you've raised. The new report will automatically pull in filed return amounts, allow you to drill down into transactions, and always show a correct, cumulative unfiled balance. We're in the development phase, and we’re also actively gathering feedback on the ability to make manual adjustments in the new report, which we know is a critical requirement. We are committed to delivering a report that makes this essential part of your workflow easier and more reliable. We'll be back with another update as we make progress 😊
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Fixed Assets - Automatically update depreciation start date when changing year end dates
It would be great if Xero dealt with changing balance dates more efficiently. If the balance date changes it should be able to automatically calculate the opening book value, then calculate the depreciation for the new financial year end as per usual. Currently its very manual and time consuming as it reverses all journals posted since you started using Xeros fixed asset feature. Very odd and very frustrating!
17 votesHi all, we wanted to round back here to share for those in the UK that we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date.
To recap for anyone new coming across the idea - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same applies in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax,…
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