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29 results found
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71 votes
Ashley Head
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272 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Ashley Head
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138 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Ashley Head
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73 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
An error occurred while saving the comment Ashley Head
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80 votesAshley Head
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293 votesAshley Head
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4 votesAshley Head
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4 votesAshley Head
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47 votesAshley Head
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41 votesAshley Head
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68 votesAshley Head
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264 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Ashley Head
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120 votes
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
An error occurred while saving the comment Ashley Head
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It is extremely necessary to have more options for payroll user roles. I work for an accounting firm and we need a read only option so that we can run payroll reports for our clients. There can be multiple accountants in a team working on a clients Xero file and they need to be payroll admin to access reports which is confusing for our clients employees as all the accountants appear as leave approvers.
A few times a month I receive leave requests from clients employees even though I have no involvement in the clients payroll because I am at the top of the alphabetic list of leave approvers.
Ashley Head
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17 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Ashley Head
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14 votesAshley Head
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6 votesAshley Head
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20 votes
An error occurred while saving the comment Ashley Head
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We have a lot of contacts that have additional people attached to them. Currently the only way to see the additional people is to client Edit contact.
We should be able to see the additional people under the contact details summary list.
Ashley Head
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214 votesAshley Head
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92 votesAshley Head
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13 votesAshley Head
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We really need the relationship type Unit Holder for unit trusts and it needs to have the option to enter the number of units like the shareholder relationship has. The beneficiary relationship isn't sufficient for unit trusts.