Settings and activity
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228 votes
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
Chris Curlett
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76 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Chris Curlett
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2 votesChris Curlett
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3 votesChris Curlett
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3 votesChris Curlett
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3 votes
Hi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
Chris Curlett
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5 votes
Thanks for sharing your idea with us here, Doug. Is there a specific report you'd find this helpful for? Maybe the Account Transactions report?
Chris Curlett
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I agree with this and would add it should also apply to Statements. I have a number of Branches within an entity who each require to be sent the invoice for approval. When they approve it they send it to H/O where it is consolidated. When the EOM statements are run all these entities are combined into one statement which goes to H.O. for payment.
A number of Accounts Packages cater for this as "H/O Accounting".
It would be grand if this was available in Xero.