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13 votes
Appreciate raising your idea on the site, Katie.
Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods.
Do these 2 features fulfill what you're in need of here?
Heather Mohieddeen
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45 votesHeather Mohieddeen
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46 votesHeather Mohieddeen
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15 votes
An error occurred while saving the comment Heather Mohieddeen
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Considering using two tracking categories in Xero to track departments and funds - but being unable to report on budgets for these categories without tons of manual input is a dealbreaker - time to look around for another system I think
Heather Mohieddeen
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302 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Heather Mohieddeen
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66 votesHeather Mohieddeen
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244 votes
An error occurred while saving the comment Heather Mohieddeen
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This would be really useful and help prevent errors!
Heather Mohieddeen
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I'd LOVE to be able to run a detailed Profit and Loss for a particular tracking category rather than exporting a P&L to Excel, then multiple transaction reports to Excel and fiddling about with them for reporting to interested parties.