Settings and activity
4 results found
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61 votes
Jessica Pillow
supported this idea
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316 votes
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 😊)
An error occurred while saving the comment An error occurred while saving the comment Jessica Pillow
commented
We're exploring Syft to get this functionality & it's looking good! You get Syft with your Xero account now for no additional charge.
Jessica Pillow
supported this idea
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13 votesJessica Pillow
shared this idea
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276 votes
Thanks for the response and continued support in this idea, everyone.
Work for partial billing of a purchase orders is taking shape. ✨
To give a taster of what this'll look like - when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill, and your Approved purchase order will show the amount of each item Billed.
I'll come back to share as soon as the feature begins roll out!
Jessica Pillow
supported this idea
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Look at Syft Analytics and potentially Syft Segments. These allow you to create live report links which anyone can open without a Syft or Xero log-in and see the latest reports from Xero plus top 10 transactions within each account balance. Or you can use a password to make the link more secure if needed. These Syft reports are available with the higher versions of Xero.