Settings and activity
12 results found
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153 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Kevin Depper
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32 votesKevin Depper
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Kevin Depper
commented
When you have grouped various account codes together in the layout there should be an option to expand or collapse the report when it is being prepared without needing to go back into the report layout to open/close each group.
I can't imagine it would be too difficult for the development team to bring the functionality from the layout stage to the report stage.
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569 votesKevin Depper
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41 votesKevin Depper
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57 votesKevin Depper
shared this idea
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31 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
Kevin Depper
shared this idea
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346 votesKevin Depper
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410 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Kevin Depper
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1,078 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…Kevin Depper
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53 votesKevin Depper
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90 votesKevin Depper
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300 votes
Heya 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 😊)
Kevin Depper
supported this idea
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When you manually create a layout for the Profit and Loss Account or Balance Sheet that has grouped accounts it makes no sense that you can't expand or close these groups from the preview. Currently you have to go into edit the layout and then open the groups you want before updating the layout.
Surely it can't be difficult to add something to open and close these groups without having to do this as it really is quite frustrating.