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  1. Reporting - Option to add account numbers & zero balances to financial statements

    199 votes

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    102 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Sharnie Cowburn supported this idea  · 
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    Sharnie Cowburn commented  · 

    This is a fundamental requirement for consolidation and report generation. Please add an ability to run reports with Zero balances

  2. User Role - Restrict access to individual bank accounts

    430 votes

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    212 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

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    Sharnie Cowburn commented  · 

    I can't see us moving to using Expenses over other products without this feature.

    Sharnie Cowburn supported this idea  ·