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← Share and support customer ideas for Xero

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4 results found

  1. User Access: Lock Dates - Specify User Access

    72 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Liza Labuschagne supported this idea  · 

  2. Navigation - Return to previous screen after viewing/editing a transaction

    104 votes

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    37 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.

    We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.

    We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.

    Liza Labuschagne supported this idea  · 

  3. Settings - Ability to lock bank Reconciliation Period

    34 votes

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    5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, sorry it's taken so long for us to return to the idea here.

    I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.

    If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.

    It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks

    Liza Labuschagne supported this idea  · 

  4. Bills - Apply discounts on accounts payable invoices

    91 votes

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

    Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!

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    Liza Labuschagne commented  · 

    Hi I agree , we need to add the discount % on the contact detail where you do all the financial info if very invoice carries a %. We should also be able to add a discount on single invoice (refer sage cloud).This is very import for the retail clients.Thanks