Settings and activity
6 results found
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11 votes
Your idea is now live! Thank you for sharing your thoughts on how we can improve. To move forward, your suggestion needs community support—feel free to share it with your colleagues to gather more votes. Other Xero users can now also provide feedback and additional details in the comments section to help us understand the potential impact.
An error occurred while saving the comment 
Elise Payne
supported this idea
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3 votes
Hi Alex, appreciate the suggestion. We’re hearing that working with similar timesheet entries across multiple days can take a bit of extra effort, especially when you’re moving between jobs or need to correct something quickly.
At the moment, the process can involve re-entering details or recreating entries when changes are needed, and we understand how having a quicker way to handle this could help streamline day-to-day time tracking.
I’ve moved this to Gaining Support so we can track interest and make it easier for our product teams to see how many people would benefit from improvements here. We’ll keep you updated as this progresses.
An error occurred while saving the comment Elise Payne
commented
It would be easier to have the ability to reallocate timesheet entires at Admin level only, timesheets are incorrectly posted without the need to unlock the timesheet first
Elise Payne
supported this idea
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2 votes
Hey Julie! Thanks so much for sharing this suggestion for improving productivity reporting in Xero Practice Manager.
We've reviewed your idea about setting historic capacity levels, and it’s now open to gain support from the wider community.
Along with votes, other accountants and bookkeepers can now comment to share how this feature could improve their own practice's experience with resource planning.
An error occurred while saving the comment Elise Payne
commented
really want to be able to run a report to reflect current and historical employees rates within practice manager
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4 votes
An error occurred while saving the comment Elise Payne
commented
thisis critical when you have mulitple jobs to invoice and half of the job number is missing
Elise Payne
supported this idea
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1 vote
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Elise Payne
shared this idea
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An error occurred while saving the comment Elise Payne
commented
On the client screen please add the facility to show the client reference and be a field that we can search on. Otherwise what is the point of the field.
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688 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Elise Payne
commented
It would be useful to allow access to bank accounts per user so that they can add their own credit card payments and not see other accounts or post payments to the wrong account
Elise Payne
supported this idea
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The standard Date of Death field needs to be made available in Report Builder as an option rather than having to creaite a custom field doing the same job, just so you can run a report