Settings and activity
6 results found
-
144 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.
An error occurred while saving the comment 
Thavarubini Chandraraj
supported this idea
·
-
150 votes
An error occurred while saving the comment Thavarubini Chandraraj
commented
Is it also possible to create a weekly report that can indicate any bills that were paid where a purchase order was not first raised?
Thavarubini Chandraraj
supported this idea
·
-
30 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
An error occurred while saving the comment Thavarubini Chandraraj
commented
We would like to have the ability to seggregate the custom reports we create by user so that reports created by one user cannot be edited by another user. A folder system to store reports might be one way to achieve that. I have had reports created edited inadvertently and not saved the way they were originally created. This can result in wasting time repeating actions that were done before. Alternatively is it possible to add a user name prefix to reports you create.
-
90 votes
An error occurred while saving the comment Thavarubini Chandraraj
commented
It is not easy to identify mis coded items by description at the moment using Find and Recode. In order to search text, one needs to go to a Bank Account and search for the item that way. It would be efficient if an additional category for search is added within find and recode that searches text in all transactions regardless of where the text is. Please consider adding this feature.
Thavarubini Chandraraj
supported this idea
·
-
85 votesThavarubini Chandraraj
supported this idea
·
-
155 votes
An error occurred while saving the comment Thavarubini Chandraraj
commented
To have the ability to view a budget against Capitalised items would greatly enable us to be able to better customise our reporting and avoid having to use either expensive apps or manual spreadsheets to achieve the analysis we would like to have. The current budget manager template is restrictive and we would appreciate being able to add to it or to set it up with filters so that reports can be generated from it.
Thavarubini Chandraraj
supported this idea
·
The Lock Date screen should be expanded to password protect the year end lock date and allow only advisors who have the password to be able to make changes impacting the prior year end. Xero should also force users to add an explanation of why they have made any changes which could then be reproduced as an audit report showing a log of all changes that required a password. This should indicate who made the change and why and what impact the change had. Other suggested features may include an email to all users whenever the lock date password was used to make changes in a prior period.