Settings and activity

4 results found

1. Account Transactions report - Tax Inclusive or Tax Exclusive

   6 votes

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

   Thanks for confirming, Jeremy. It sounds like the Gross and Net columns that can be included in the Account Transactions report would provide what you're after. Let me know if there's something I'm missing.

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   Jeremy Hagon commented  ·  14 January, 2025  ·  Edit…  ·  delete…

   Hi Kelly,

   Yes, this ideally would be on the [Account Transactions] report within Xero reports.

   Many thanks,
   Jeremy

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   Jeremy Hagon shared this idea  ·  17 October, 2024

2. Repeating Invoices - Day/Date placeholder option

   152 votes

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   submitted  ·  46 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jeremy Hagon commented  ·  02 May, 2023  ·  Edit…  ·  delete…

   Invoice placeholders (repeating invoices)

   It would be an advantage to allow additional fields in the repeating invoice template, including future quarter(s) / year(s) or date ranges.

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   Jeremy Hagon supported this idea  ·  02 May, 2023

3. UK Payroll - Allow Xero users permission to authorise employee timesheets

   51 votes

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   24 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   In discovery  ·  AdminDavid Reynolds (Admin, Xero) responded

   Hi everyone, thanks for your feedback on the ability for employees to approve timesheets.

   Payroll is definitely an area we know needs more permission controls. This is something our product teams are beginning to explore and do deeper research of.

   We'll keep you updated as our team progresses through the discovery work.

   Jeremy Hagon shared this idea  ·  02 September, 2022

4. User Role - Restrict access to specific Settings

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   243 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
   Jeremy Hagon supported this idea  ·  02 September, 2022