Settings and activity

122 results found

1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   259 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

   As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

   While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

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   Barbara Mundell commented  ·  04 August, 2023  ·  Edit…  ·  delete…

   This is so crucial, im having to give staff access to bank balances only to add products...

   Save Submitting...
   Barbara Mundell supported this idea  ·  10 March, 2023

2. Invoices - Option to convert to bill

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  04 August, 2023

3. Contacts- Edit a file name

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   submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Barbara Mundell shared this idea  ·  04 August, 2023

4. VAT Returns: Submit for client approval through Xero

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

5. VAT returns - Filter 'Transaction by VAT' and 'Transactions by tax rate' pages

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

6. South Africa Tax - Domestic Reverse Charge Vat SA

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   submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

7. Reports | VAT201 report - View total per transaction

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

8. South Africa Tax - VAT report

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

9. VAT Reconciliation Report - Auto-populate and drill down into figures

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Barbara Mundell supported this idea  ·  21 July, 2023

10. One Click Delivery Notes

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

    While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices. 

    
    

    Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once. 

    Barbara Mundell supported this idea  ·  10 July, 2023

11. Xero Projects - Add separate field for Project Number

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

12. Profit & Loss report - Filter by project

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

    Thanks for your feedback, Karen. 🙏

    
    

    So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss. 

    
    

    History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂

    Barbara Mundell supported this idea  ·  10 July, 2023

13. Dashboard - Ability to add sticky notes/notes

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    submitted  ·  44 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

14. Projects - Assign repeating invoice to a project

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    submitted  ·  66 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

15. Xero Projects - Time & Expense Approval

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

16. Projects: Show total uninvoiced amount

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

17. Projects: create different teams

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    1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job. 

    Barbara Mundell supported this idea  ·  10 July, 2023

18. Projects - Default account for invoice raised from projects

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    3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here? 

    Barbara Mundell supported this idea  ·  10 July, 2023

19. Projects - ability to set a project currency

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    submitted  ·  14 comments  ·  For small businesses  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

20. Xero Projects - Create project from accepted quote

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

    
    

    Barbara Mundell supported this idea  ·  10 July, 2023