Settings and activity
35 results found
-
20 votes
An error occurred while saving the comment 
Audrey Connelly
supported this idea
·
-
22 votesAudrey Connelly
supported this idea
·
-
276 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
An error occurred while saving the comment Audrey Connelly
commented
complete pain in the butt, and so easily overlooked, and this was been asked for for a few years now,( By reading the comments) this was asked about in 2016! Come on Xero ....
Audrey Connelly
supported this idea
·
-
983 votes
Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.
As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.
This is just the initial stages of diving deeper into this work, but steering in the right direction.
I'll be sure to share any progression around attachments within payroll with you all, here.
An error occurred while saving the comment Audrey Connelly
commented
Since this Idea was suggested in April 2022, and nothing has happened - I guess they don't care and aren't listening :(
Audrey Connelly
supported this idea
·
An error occurred while saving the comment Audrey Connelly
commented
Ability to attach documents to employee's files
-
70 votes
An error occurred while saving the comment Audrey Connelly
commented
would be great we we could override or manually edit the GST on a transaction that may be part GST and part non GST, like any item that is only part deductible rather than having to manually split into two lines one gst and one non gst. Keeps the gross as one figure, easier to trace.
Audrey Connelly
supported this idea
·
-
7 votesAudrey Connelly
supported this idea
·
-
25 votesAudrey Connelly
supported this idea
·
-
15 votesAudrey Connelly
supported this idea
·
-
46 votesAudrey Connelly
supported this idea
·
-
14 votesAudrey Connelly
supported this idea
·
-
56 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
An error occurred while saving the comment Audrey Connelly
commented
I have been caught out , very embarrassing, as some one else said, an error waiting to happen
An error occurred while saving the comment Audrey Connelly
commented
would have thought this would be a standard process, you change one jnl and the auto reversal should be updated automatically, as above stops errors esp important when jobs are been audited ( they always look past balance date, and effects clients monthly reporting)
Audrey Connelly
supported this idea
·
-
151 votes
An error occurred while saving the comment Audrey Connelly
commented
easier when sold or disposed of - Grouping assets would be great
An error occurred while saving the comment Audrey Connelly
commented
Grouping of assets - same as MYOB the old AO , was so Good. the same please, obviously been asked for previously , so why no action ?
Audrey Connelly
supported this idea
·
-
17 votes
An error occurred while saving the comment Audrey Connelly
commented
Hi I use a report monthly that needs to show Actual and Budget. Ie Actual to 31/5, than the rest of the year should be the budget. But cant figure out if even possible?
-
11 votes
An error occurred while saving the comment Audrey Connelly
commented
Would also like to edit the column width , esp the description line width, and other columns that are to wide etc
Audrey Connelly
supported this idea
·
-
5 votesAudrey Connelly
supported this idea
·
-
6 votes
An error occurred while saving the comment Audrey Connelly
commented
Suggest that when printing Published accounts that any lines under 1.00 are hidden.
Example (as we don't print cents in our published reports).
If there say .46 left in an account , that line is not printed, As currently it will print with no amounts. and looks silly. (need to jnl the cents somewhere else to clear.Audrey Connelly
shared this idea
·
-
6 votes
Appreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage.
We'll start to get a sense of the interest for this here, and let you know if there are any changes.
Audrey Connelly
supported this idea
·
-
114 votes
Hi everyone, we appreciate you taking the time to share how important more flexible payroll permissions are for your teams.
It's clear that having granular control over who can access different parts of payroll would make a real difference to how you manage timesheets and leave approvals, as well as restrict access to other sensitive areas.
From research, Payroll is definitely an area we know needs more permission controls for varying roles. This is something our product teams are beginning to explore and do deeper research of. We'll keep you updated as we make progress, and we're grateful for your continued input.
Audrey Connelly
supported this idea
·
An error occurred while saving the comment Audrey Connelly
commented
With audited clients , we normally only give Read only access, but this excludes payroll access. So either we need to access for them, what the require, or we need to change access level to standard , which is not idea. Can you not have a read only role, with the option to include Payroll?
-
67 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
An error occurred while saving the comment Audrey Connelly
commented
Copy and existing report from within a client report pack ( fin stmts). very handy when a large number of codes, but you wish to have the option of a condensed version of the P &L and a expanded version , would save reinventing the wheel if we could just copy it and edit.
Say for a P & L have income, then condensed expenses ( Grouped) than add a schedule of expenses, which is expanded and the income is hidden or easily deleted/removed.Audrey Connelly
supported this idea
·
-
9 votesAudrey Connelly
supported this idea
·
Yes has asked fort them to show ...