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48 votes
Thanks for sharing your idea, we've reviewed your idea and now it's up to the community to get behind and support it.
It's great to see other members are already commenting to share additional detail about how your idea could improve their experience with Xero.
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Steven Perreau
supported this idea
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9 votes
Appreciate why you'd like to remove older data from your org after a long period, Steven. Generally we don't want to be touching our customers data, and this isn't something we have plans for implementing. However, we'll get a sense of the interest from others in this here, for our product teams to consider.
Right now, if you'd like to remove older data there are a couple of options;
- You could start a new organisation from the date you'd like to keep records from, setting up the organisation with conversion balances from that date. You could also export and import information from the old org to the new one.
- Change the conversion balances in your existing org and remove older data prior to this date
Steven Perreau
shared this idea
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622 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Steven Perreau
supported this idea
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91 votesSteven Perreau
supported this idea
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An error occurred while saving the comment Steven Perreau
commented
Xero is available for less cost as a simple "Cashbook" and we find this perfect for running a syndicate account for part ownership (think holiday house, boat, camper van, small club, etc.)
We have a single manager / accounts person but want to offer a view only role to all members for complete transparency but only have one person able to do the actual reconciliation and make changes.
Currently there isn't a Read Only user role for the Partner Edition Cashbook plans and to allow the other members to see things, you must make these users a "Cashbook client" otherwise they cannot see reconciled transactions and view the attachments. The Cashbook client role allows the user to reconcile and edit statement lines which is not desirable.
We would like to see a simple "Read Only" user role provided like the full invoicing version of Xero.
This virtually how all other website with MFA work, as soon as the MFA dialogue box appears, this is selected as the input field.
It's a small thing, but, small things that you have to do EVERY DAY matter. It makes the logon process to Xero painful.
It must surely annoy Xero staff logging, because, it annoys customers.
I cannot think of another websites with MFA that I use that does not auto select the MFA entry box after entering a username and password.