Settings and activity

4 results found

1. XPM - Bill multiple clients in a group from the client group

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sheryl Beaumont supported this idea  ·  10 October, 2024

2. Reporting - Add Client's logo

   104 votes

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   submitted  ·  34 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sheryl Beaumont supported this idea  ·  12 September, 2023

3. User Role - Restrict access to specific Tracking categories

   48 votes

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   submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Sheryl Beaumont commented  ·  14 August, 2023  ·  Edit…  ·  delete…

   The ability to restrict the read only access of some users to specific tracking categories (business units) rather than the p&l of the entire organisation is important for several of my clients.

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   Sheryl Beaumont supported this idea  ·  14 August, 2023

4. Profit & Loss report - Filter by project

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

   Thanks for your feedback, Karen. 🙏

   
   

   So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss. 

   
   

   History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂

   Sheryl Beaumont supported this idea  ·  02 March, 2023