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11 results found

  1. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    84 votes

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Nadia Bekker supported this idea  · 

  2. Reports | VAT201 report - View total per transaction

    8 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nadia Bekker commented  · 

    Would it be possible to group the line item on the output report? For example, we have clients that invoice 5-10 lines per invoice. The report reflects all the lines which makes the report unnecessary too long.
    The VAT report needs to be summarized. Detailed information can be reviewed on the general ledger.

    Nadia Bekker supported this idea  · 

  3. South Africa Tax - VAT report

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Nadia Bekker supported this idea  · 

  4. User roles: Restrict access to Invoice Settings

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Nadia Bekker commented  · 

    Only to allow Adviser the full invoice option settings. Standard users and invoice only users should not have the option to edit or void an invoice if the invoice was approved and send to client.

    Nadia Bekker supported this idea  · 

  5. Fixed asset register - Include rules for tax treatment of amortization where different to accounting treatment

    21 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Nadia Bekker supported this idea  · 

  6. Find and Recode - Sort on Find and Recode by description

    90 votes

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    submitted  ·  33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nadia Bekker supported this idea  · 

  7. Customer statements - Export to Excel

    164 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nadia Bekker supported this idea  · 

  8. Fixed Assets - Attach a file

    674 votes

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

    Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂

    As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.

    Nadia Bekker supported this idea  · 

  9. Bank Reconciliation: Search for transactions across all accounts

    206 votes

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    26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Nadia Bekker supported this idea  · 

  10. Report Codes - Custom or more User defined

    186 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Nadia Bekker supported this idea  · 

  11. New reports - Set date without impacting date of layout editor

    5 votes

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    2 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Nadia Bekker supported this idea  ·