Settings and activity
24 results found
-
14 votes
Tracy Minchin
supported this idea
·
-
5 votesTracy Minchin
supported this idea
·
-
507 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Tracy Minchin
supported this idea
·
-
584 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Tracy Minchin
supported this idea
·
-
613 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…Tracy Minchin
supported this idea
·
-
739 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Tracy Minchin
supported this idea
·
-
802 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Tracy Minchin
supported this idea
·
-
5 votesTracy Minchin
supported this idea
·
-
51 votes
Hi Maddy, may depend on how the stock is being recorded in Xero and reconciled with Figured - would the Inventory Item Details report be of use here?
You could group by Item name, include Expense, Inventory & Revenue accounts, as well as QoH movement to view the total # of units sold in the period you're running the report for.
An error occurred while saving the comment Tracy Minchin
supported this idea
·
-
238 votesTracy Minchin
supported this idea
·
-
307 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Tracy Minchin
supported this idea
·
-
86 votesTracy Minchin
supported this idea
·
-
55 votesTracy Minchin
supported this idea
·
-
10 votesTracy Minchin
supported this idea
·
-
160 votes
An error occurred while saving the comment Tracy Minchin
commented
This is a basic feature that all other accounting software programs make avaliable, except Xero! This is needed ASAP, especially to extract litres of fuel purchased for ATO Fuel Tax Credits calculations.
Why have a data entry field called QTY when you cannot generate a single report out of Xero to extract that data??KELLY MUNROW please give us Xero's response
Tracy Minchin
supported this idea
·
-
489 votesTracy Minchin
supported this idea
·
-
25 votesTracy Minchin
supported this idea
·
-
37 votesTracy Minchin
supported this idea
·
-
45 votesTracy Minchin
supported this idea
·
-
19 votesTracy Minchin
supported this idea
·
Cannot believe that there is NO WAY to get Quantities out of Xero as a report. Why do they even have it as a data entry column!!!