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8 results found

  1. Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables

    14 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    charlotte callanan supported this idea  · 
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    charlotte callanan commented  · 

    Yes, this is really needed for bigger companies that are audited as it is a very time consuming and fiddly task to get this info from Xero

  2. Sales invoices - Bulk date change

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    charlotte callanan supported this idea  · 

  3. Lock Date - Allow for data to be entered before lock dates, but without affecting existing balances

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    charlotte callanan commented  · 

    This is so important, Descriptions, Tracking and reconciling payments/credits should be allowed when a period is locked as this does not affect the figures. Everytime my team need to amend a description (for example a supplier invoice is taken off of hold and ready to pay as this is is the only function Xero has to put supplier invoices on hold) i have to reopen a period. Its counter productive and needs to change asap!!

    charlotte callanan supported this idea  · 

  4. User Role - Access to specific feature only

    316 votes

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    39 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…

    charlotte callanan supported this idea  · 
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    charlotte callanan commented  · 

    User Role definitely needs to be more specific - I need to give a user to access verifying our CIS subcontractors only but this is not possible without giving them access to viewing and amending pretty much everything therefore my request is not possible even though i pay for this additional dd on!

  5. Contacts: Statements - Allow to be sent to Contact Groups

    193 votes

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    submitted  ·  108 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    charlotte callanan commented  · 

    also to be able to select more than one contact when sending out bulk statements for s customer

  6. Contacts List - View if a contact has a CIS verified status

    2 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    charlotte callanan shared this idea  · 

  7. Payment Files - Option to edit beneficiary on BACS file (remove PAIDOK)

    15 votes

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    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    charlotte callanan commented  · 

    Hiya,
    this should be a field that can be changed.

    charlotte callanan supported this idea  · 

  8. CIS - Ability to add CIS Codes

    42 votes

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    submitted  ·  25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    charlotte callanan commented  · 

    We really see a need for this to allow us to report our CIS costs correctly within the profit and loss reports