Settings and activity

12 results found

1. Lock dates - Ability to add password protection

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   8 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.

   Kevin Depper supported this idea  ·  07 June, 2023

2. Reporting - Expand & collapse groups in report (rather than Layout editor)

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   submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Kevin Depper commented  ·  07 June, 2023  ·  Edit…  ·  delete…

   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.

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   Kevin Depper supported this idea  ·  07 June, 2023

3. Reporting - Layout options on report settings for grouped accounts

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Kevin Depper shared this idea  ·  08 February, 2023

4. Audit Trail Report

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Kevin Depper supported this idea  ·  18 August, 2022

5. Conversion Date Mid-Month

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   6 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Kevin Depper supported this idea  ·  18 August, 2022

6. Invoice - Ability to create Sales Orders

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   submitted  ·  18 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kevin Depper shared this idea  ·  11 May, 2022

7. Projects - Ability to add Project Stages

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   4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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  ·  11 May, 2022

8. Notifications - Email/notification when items are Awaiting Approval in Xero

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   submitted  ·  122 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Kevin Depper supported this idea  ·  11 May, 2022

9. History & Notes - Xero Mail - Log of mail sent via Xero

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   324 votes

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   submitted  ·  130 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Kevin Depper supported this idea  ·  11 May, 2022

10. User Role - Restrict access to specific Tracking categories

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Kevin Depper supported this idea  ·  11 May, 2022

11. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Kevin Depper supported this idea  ·  11 May, 2022

12. User Role - Allow users access to specific reports

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    111 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    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 July 2023. Once that’s done, they look forward to pointing more attention to reporting user roles and updating this thread with their progress.

    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… more

    Kevin Depper supported this idea  ·  11 May, 2022