Settings and activity

48 results found

1. Reporting - Option to "exclude" rather than deselect in filters

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   11 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful? 

   Jane Skinner supported this idea  ·  02 February, 2024

2. User Roles: Restrict access to manual journals

   26 votes

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   9 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   submitted  ·  Jonathan Harper responded

   Hi Margaret, thanks for raising your idea here.

   Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals. 

   Does that change your idea here at all?

   Jane Skinner supported this idea  ·  01 December, 2023

3. Dashboard - Ability to set up another users dashboard

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   2 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

   It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

   If so, I'll merge to keep this feedback altogether. 

   Jane Skinner supported this idea  ·  25 November, 2022

4. Improved Community Forums - Communities by country/region

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   submitted  ·  7 comments  ·  Security & support » Security  ·  delete…  ·  Admin →
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   Jane Skinner supported this idea  ·  24 June, 2022

5. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

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   101 votes

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   submitted  ·  13 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Jane Skinner supported this idea  ·  24 June, 2022

6. Sales Invoices - Ability to print invoices in Xero in one click

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   submitted  ·  25 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Jane Skinner supported this idea  ·  24 June, 2022

7. Invoices - Feature to 'write off' as bad debt

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   14 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills we’re going to separate the idea for each feature. I’ve created one for managing bad debts in bills across here and highly encourage anyone from this thread to vote for if you’d like to see this developed to handle supplier engagements.

   We will gladly share if there is any development for bad debts in either of these features.

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills… more

   Jane Skinner supported this idea  ·  24 June, 2022

8. Contacts - Different default email addresses for different transactions in Xero

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   277 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

   Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

   While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

   Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

   We do regularly review all ideas here, and your input is vital. We'll update you if anything changes. Thanks

   Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

   Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

   While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

   Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

   We do regularly review all ideas here, and your input is vital. We'll… more

   Jane Skinner supported this idea  ·  23 June, 2022