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40 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Steven Perreau
supported this idea
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5 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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595 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Steven Perreau
supported this idea
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90 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.