Settings and activity
5 results found
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5 votes
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David Kim
supported this idea
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284 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment David Kim
commented
Does Xero actually ever listen and implement a change? I don't think there has been a solution to a ticket I have submitted for an issue
David Kim
supported this idea
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427 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment David Kim
commented
I stumbled onto this issue after finding out that one of the admin person from a different company division was creating an account in general ledger as it fits in Chart of Account.. There is no option to give limited access to a standard Xero user account it's either give them full access or none..
When will this issue be resolved !
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62 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
An error occurred while saving the comment David Kim
commented
Better options for user setting where Standard users have the role of Adviser without having access to locked dates and periods.
Standard users are not able to apply credit notes to invoices without having to open up the period because only Adviser can do so. This is very frustrating because they need to ask the adviser role to open up the period each time they need to apply credit note to invoices.
David Kim
supported this idea
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152 votes
We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
David Kim
supported this idea
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I agree with Cherron. I have no idea why Xero got rid of this function with the new report update. I am having to rebuild the P&L customized statement it is frustrating this drill down capability function is not available.. We have multiple revenue and expense categories for each division and it would be a mess to see detailed transactions whenever you click on categories without filtering option.