Settings and activity
11 results found
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20 votes
An error occurred while saving the comment 
charlotte callanan
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23 votescharlotte callanan
supported this idea
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An error occurred while saving the comment charlotte callanan
commented
The most detrimental part of this is that you can not change a reference or a department on an invoice without having to open the closed off period.
This has caused us so many issues as i constantly need to open the period when a client advises of any changes to an invoice or if the department was incorrect. Surely items that do not affect the numbers should be ok to amend at any point...makes no sense to me -
17 votes
Appreciate raising your idea on the site, Katie.
Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods.
Do these 2 features fulfill what you're in need of here?
An error occurred while saving the comment charlotte callanan
commented
This is so urgent! How can it be that you can not allocate a payment if a period is closed? makes no sense to me. Anything that does not affect the figures should not be locked by the period!!
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14 votescharlotte callanan
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An error occurred while saving the comment 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
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10 votescharlotte callanan
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3 votes
An error occurred while saving the comment 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
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399 votes
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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An error occurred while saving the comment 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!
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211 votes
An error occurred while saving the comment charlotte callanan
commented
also to be able to select more than one contact when sending out bulk statements for s customer
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2 votescharlotte callanan
shared this idea
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22 votes
An error occurred while saving the comment charlotte callanan
commented
Hiya,
this should be a field that can be changed.charlotte callanan
supported this idea
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53 votes
An error occurred while saving the comment 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
This has been on here for 2 years??? Really!!!. such an essential part of the system to ensure reduced admin and errors of posting in closed period's because we keep having to open and close them constantly! please correct this so it works properly