Settings and activity
6 results found
-
22 votes
An error occurred while saving the comment An error occurred while saving the comment 
Shirley Yao
commented
Yes, please add journal ID in manual journal. All the ERP systems I've used have the funactionality to search by journal ID NOT by description ! And please add a column for Journal ID rather need to click into the journal to see the journal ID. Journal Reports under Reports is not that helpful because when you click the DR/CR account it does not take back to the journal grrr.
Shirley Yao
supported this idea
·
-
94 votes
An error occurred while saving the comment Shirley Yao
commented
Yes please!!!!!!!!!!!!!!! Xero team, this kind of delay for such an easy yet fundamental functionality is rather disappointing and frustrating.
An error occurred while saving the comment Shirley Yao
commented
Hey Xero, I think it is a really fixed , since you have functionality to set invoice reminder , why cannot you add this to your automation list . To be honest I often forget to manually send out remittances .
Shirley Yao
supported this idea
·
-
241 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…
An error occurred while saving the comment Shirley Yao
commented
Very important to my organisation. Each budget holder/Snr manager should only be able to see their own area's budget and P&L. Also for Invoice Only role should be able to view some of the reports as well. Please work on this request !
Shirley Yao
supported this idea
·
-
15 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Shirley Yao
supported this idea
·
-
1,264 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Shirley Yao
supported this idea
·
-
177 votesShirley Yao
supported this idea
·
This is a basic fuction in an accounting/finance system. How is that helpful to find a journal by narrative. If you want to help SME grow, help them with effeciency