Settings and activity
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199 votes
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97 votes
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
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Cohen Van Der Linde
commented
Attaching a copy of the invoice to the original transaction is fine. But when an asset such as a new Punching machine is capitalised, it is not just the machine that is recognised as an asset but, the freight, training and all other costs associated with bringing the asset to a useable condition. I don't want to create a dozen different assets for all the ancilliary costs. That makes for an unmanageable asset register. I just want to recognise a single asset inclusive of all costs with all ancillary invoices and timesheets attached for audit purposes. Can Xero do this?
Cohen Van Der Linde
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160 votesCohen Van Der Linde
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Cohen Van Der Linde
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224 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Cohen Van Der Linde
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Definitely an important feature to ensure that EOFY adjusting entries (ie stock take adjustments) to not impact regular June 30 monthly results.
Important if we have to report to a board of directors on a monthly basis.