Settings and activity
12 results found
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108 votes
Gillian Jackson
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154 votes
An error occurred while saving the comment Gillian Jackson
supported this idea
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82 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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8 votesGillian Jackson
shared this idea
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71 votes
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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926 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
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
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60 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
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125 votesGillian Jackson
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295 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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196 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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24 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
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3 votesGillian Jackson
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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.