Settings and activity
12 results found
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136 votes
Gillian Jackson
supported this idea
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201 votes
Thanks for continuing to engage with us on this, everyone. While it is now possible to include account numbers, as mentioned in our last update we've been continuing to review this idea and look into how we develop the option to show nil balance for accounts when running reports.
Work for this is now in development with our product team. We'll be looking to implement a solution that enables the ability to show nil balance for accounts across the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank report as well as in Report Templates.
As work for this progresses we'll keep you all informed and updated through the idea here.
An error occurred while saving the comment Gillian Jackson
supported this idea
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86 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
An error occurred while saving the comment Gillian Jackson
commented
It would be good if all reports where nominal codes and names were present had the default as starting in number order rather than alphabetical.
And it would be good if the budget manager had the number at the front like the USA version, and if they could also be in number order and not alphabetical.
thanks
Gillian Jackson
supported this idea
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An error occurred while saving the comment Gillian Jackson
commented
Hi
Just minutes after voting for this and speaking with a xero agent, the functionality became available. thank you!But I would be grateful if you could make it so that when you group codes by account range, that they stay in nominal code order within that range
An error occurred while saving the comment Gillian Jackson
commented
I couldn't agree more. I don't think I know of any accountant (or business owner) that would want their profit and loss items grouped alphabetically!
Kelly Munro - in answer to your question - all the profit and loss, budget variance, balance sheet and cash reports should have this option.
Sort by account code (meaning nominal code, general ledger code).
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12 votesGillian Jackson
shared this idea
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80 votes
Thanks for your input and letting us know how useful being able to show formula rows as %'s would be when reporting from Xero.
This is something our team have plans to pick up work for soon and for now we'll move to Under review, I'll return to share as this moves along 😊
An error occurred while saving the comment Gillian Jackson
commented
Yes please, I was surprised this didn't already exist. It is essential that we can add in Gross Profit and net profit % to a row in reports. Currently you can only set the formula as a percentage in a column. Please update this ASAP Xero. Thank you!
Gillian Jackson
supported this idea
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1,082 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Gillian Jackson
commented
There are occasions when an approved bill to pay needs to be stopped for payment - there could be any number of scenarios this may occur.
Not having a function when you can hold or suspend a bill to pay or mark as disputed, or even hold a supplier contact is an issue in Xero
Gillian Jackson
supported this idea
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73 votes
An error occurred while saving the comment Gillian Jackson
commented
I couldn't agree more. Same with designing the reports - it is unhelpful
Gillian Jackson
supported this idea
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145 votesGillian Jackson
supported this idea
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360 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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…An error occurred while saving the comment Gillian Jackson
commented
I would like to be able to stop some of the adviser users to be able to change COA, tax codes and Tracking categories. But I still want them to be able to close the period
Gillian Jackson
supported this idea
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224 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Gillian Jackson
supported this idea
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30 votes
Hi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
An error occurred while saving the comment Gillian Jackson
commented
The current Xero solution is to suggest users edit the system created BACS file and replace the Xero reference with the correct supplier reference.
For software that appears to be cutting edge, this Fraud risk is laughable. Very disappointed to see that this request is so old and it appears no action has been taken
Gillian Jackson
supported this idea
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7 votesGillian Jackson
supported this idea
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I can see that you can now add account numbers, but being able to switch on or off zero balances on a TB or Balance sheet with Zero balances would be great.