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4 results found

  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    610 votes

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

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Deborah Blanc supported this idea  · 

  2. Invoice - Bulk allocation of credit notes

    354 votes

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    submitted  ·  125 comments  ·  For small businesses » Business features  ·  Admin →
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    Deborah Blanc supported this idea  · 

  3. Customer statements - Export to Excel

    165 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Deborah Blanc supported this idea  · 

  4. User Role - Allow users access to specific reports

    224 votes

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    112 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

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    Deborah Blanc commented  · 

    AP Rple (Invoice+ user) needs to be able to issue remittances for batch payments, however they do not need access to the reporting functions.

    Please Xero look at this as the current user roles, are not adequate