Settings and activity
33 results found
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41 votes
Luke Abbott
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24 votesLuke Abbott
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36 votesLuke Abbott
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39 votesLuke Abbott
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430 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Luke Abbott
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50 votesLuke Abbott
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An error occurred while saving the comment -
142 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Luke Abbott
commented
Come on Xero, I think you need to rethink as this is a standard accounts package function!
Unfortunately the suggestion of using the Account transaction report is just as unhelpful as exporting to Excel as it stops the whole flow of accounting as it can only be done at month end after all transactions are uploaded rather than matching items ongoing throughout the month - which is the benefit of a proper control account like in Sage!
Russ makes some good points as well about those who would benefit but have not voted as they are probably unaware of the possibilities unless they have previously used a competitor system.
An error occurred while saving the comment Luke Abbott
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This is such a useful function of so many accounting systems and I've never understood why this wasn't there in Xero from day one!
The ability to fully reconcile transactions within a control account (not a dummy bank account that you can't import journals into) should definitely be high up the list. We find ourselves reconciling multiple control accounts each month by exporting to Excel at month end and laboriously working through to match things off. (Some accounts contain 3,500-4,000 lines!!) If we could reliably match throughout the month as we go it would save hours at month end.
Luke Abbott
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22 votes
Hi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.
Luke Abbott
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459 votesLuke Abbott
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17 votesLuke Abbott
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20 votesLuke Abbott
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An error occurred while saving the comment Luke Abbott
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Would certainly be useful in regards to suppliers who are always paid by direct debit to be able to filter them out in some way on the bills to pay page before selecting those for bank transfer etc. At the minute we have to select all and then go through and untick the DD suppliers.
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27 votes
An error occurred while saving the comment Luke Abbott
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We've just started using Hubdoc to manage our purchase ledger but are running into problems due to the fact that Hubdoc does not seamlessly integrate with Xero like promised. We nearly always enter invoices in "Tax exclusive" so that you can manually adjust a tax line if required by a few pence due to rounding issues commonly found on supplier invoices.
However selecting "Tax exclusive" when entering the data in Hubdoc does not show the tax field to be able to make these minor adjustments. Even adding a line to round the invoice total does not work as the tax must agree exactly. The only very laborious work around appears to be to select tax extracted, change the tax amount to match the invoice then fudge a No VAT line to agree the overall total. This feels completely out of sync with Xero (let alone accepted accounting practice).
We need to see the tax field in Hubdoc when you have selected "Tax Exclusive" (just like Xero currently does).
Luke Abbott
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20 votesLuke Abbott
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Lock dates are helpful to restrict general user access after a month has passed and trying to prepare month end management accounts. However with multiple different roles and the need to pair up Xero with a standalone sales system a wider range of options on lock dates would be really useful.
Example options being:
1) Ability to lock by more specific user roles (sales/purchases etc. not just adviser/not adviser)
2) Ability to lock by specific users (e.g. restrict sales staff so no further invoices can be created, but still allow accounts staff in order to continue month end reconciliations)