Settings and activity
4 results found
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166 votes
Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
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1 vote
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Michael Doo
commented
First step with unwanted bank a/cs is deactivate the Bank feed via the Manage menu for that unwanted bank a/c. If any bank transactions have been imported via bank feed, don't code them, go into that bank a/c and select Bank statement tab, view by Bank statement and delete all the imported bank statements. Once all bank statements are removed for that bank a/c so it's empty again, then go to Chart of Accounts, locate that Bank a/c in the codes( likely has no Code assigned to it) and delete or Archive it.
If you have accidently coded imported transactions, you need to the Account transactions tab, tick all and click remove and redo, then delete the bank statements that have been imported via the bank feed.
Good Luck!
An error occurred while saving the comment Michael Doo
commented
Bit of prevention will save alot of time.
Michael Doo
shared this idea
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430 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment Michael Doo
commented
Disappointing to see 10 yrs down the track that this issue is still around with no fix in sight. Xero business owners are constantly having to make a decision on protecting sensitive data from staff verses administrative functionality which shouldn't be the case if Xero user rights were more refined.
Come on Xero how about addressing it.
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156 votes
An error occurred while saving the comment Michael Doo
commented
So many clients are asking for this especially when they are using Specialist Job/Project management apps that are pushing bills to Xero. Nightmare in Xero to try and get any filtered reports sorted by Job and separate them from normal overhead bills. Adding job numbers to the single reference field provided which is already used for the Bill inv number is unworkable when you go to do searches and reports. This issue has been around since 2018 or earlier. If you expect Xero to be a class leader in Integrating with other Apps, this is a no brainer basic requirement for Accounts Payable management.
Michael Doo
supported this idea
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Seriously Xero, you take away features we have been using successfully for yrs and give us new features we didn't ask for. Publishing GST returns is a basic essential reporting tool used by all Accountants and Bookkeepers, so why remove it?