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  1. User Role - Allow users access to specific reports

    340 votes

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    155 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 😊)

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    Accounts Continuum commented  · 

    You should be able to restrict access to payroll reports & other sensitive information

  2. Chart of Accounts - Ability to assign Foreign Currency to an account

    66 votes

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    21 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for support in this idea, everyone.

    We can see the benefit being able to associate a currency to an account could would have for customers in helping keep transactions consistent in their source currency.

    This isn’t currently on our roadmap, but it’s something our team will consider as they plan the future of multi-currency across Xero.

    We’ll keep an eye on the feedback here and make sure to share if there are any updates, with you all.

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    Accounts Continuum commented  · 

    We run multiple companies in different currencies that all have to be pulled together in GBP. On the old style reports you can change the currency for the P&L and BS to GBP but this is not possible on the new reports that we will have to use from July 2023.

  3. Billable Expenses - Allocate supplier credit notes to a customer

    65 votes

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    submitted  ·  24 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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