Settings and activity
7 results found
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44 votes
Mariya Yushkova
supported this idea
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226 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
Mariya Yushkova
supported this idea
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24 votesMariya Yushkova
supported this idea
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198 votes
An error occurred while saving the comment Mariya Yushkova
supported this idea
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14 votes
Appreciate you sharing back in ideas with us here. IRD requirement changes mean that the IR833 form can’t be filed as a standalone return and must be sent as an attachment to a tax return. Only one form can be attached per return.
Mariya Yushkova
shared this idea
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77 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
An error occurred while saving the comment Mariya Yushkova
commented
This is especially frustrating with the foreign currency subscription where it doesn't include the GST column by default! GST is one of the main things I look for when doing accounts with overseas currencies to ensure that NZ and overseas income is recorded correctly. So I have to select it everytime I go into different accounts
Mariya Yushkova
supported this idea
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24 votes
Hi everyone, thanks for all your votes and comments on this idea. Just a quick update to let you know that this request is still open for voting and comments from the community.
We're keeping an eye on the demand for this idea here, and will be sure to post another update if changes are made in this area.
An error occurred while saving the comment Mariya Yushkova
commented
Lock Dates - Multiple Lock Dates.
Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
It would be great to have an option where two dates can be entered without one overriding the other.Here is my issue:
I have been trying to put lock dates for different purposes.
i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or before 31 March 2023.
This is because I have some clients that have a tendency to go in and change things that I have already fixed for the year (31 March 2023), so I want to lock them out, but still have the ability to make changes myself. But I also don't want to accidentally change something that belongs to the 2022 year, so I want to lock myself (as advisor) out of the 31 March 2022 period.So under the current system, I have filled in the lock dates accordingly i.e.
Stop all users (except advisers) making changes on and before
31 March 2023AND
Stop all users making changes on and before
31 March 2022I was using an account which doesn't have advisor rights, but was still able to make changes in 2023 year, as the "Stop all users" function is overriding the "Stop all users except advisors" one.
It would be great if these two dates weren't related and I could lock EVERYONE out for a certain period (e.g. 31 March 2022) and have a period (e.g. 31 March 2023) where everyone EXCEPT advisors cannot access.
Mariya Yushkova
supported this idea
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Thank you, Xero for hearing everyone's comments on this and giving us cash coding on the new Ignite plan :) It's a very useful change that everyone needed!