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10 results found

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

    90 votes

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    submitted  ·  21 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

    9 votes

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    submitted  ·  5 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

    9 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

    11 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

    22 votes

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    submitted  ·  2 comments  ·  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

    129 votes

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    submitted  ·  50 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nadia Bekker supported this idea  · 

  7. Customer statements - Export to Excel

    191 votes

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    submitted  ·  48 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nadia Bekker supported this idea  · 

  8. Bank Reconciliation: Search for transactions across all accounts

    230 votes

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    29 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  · 

  9. Reporting - Ability to create own report code structure

    201 votes

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    19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Nadia Bekker supported this idea  · 

  10. 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  ·