Settings and activity
21 results found
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35 votes
Megan Pelser
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56 votesMegan Pelser
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449 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Megan Pelser
supported this idea
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25 votes
Hi Margaret, thanks for raising your idea here.
Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals.
Does that change your idea here at all?
Megan Pelser
supported this idea
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169 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉If you're interested, please use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Megan Pelser
supported this idea
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238 votesMegan Pelser
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291 votes
An error occurred while saving the comment An error occurred while saving the comment Megan Pelser
commented
This would be great especially if you have multiple companies that you do books for. It would be great for colour and also to have multiple companies open in different windows at a 1 time to toggle between them as we are always having to switch
Megan Pelser
supported this idea
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Megan Pelser
commented
This is a big thing that needs to be changed. Most accounting packages have a check list of what you want your users to see because it can get quite complicated. I think in terms of entry level staff and restrictions this is maybe a good idea.
I don't want users to be able to create contacts at all and this to be a finance thing but there is no restriction to this
Megan Pelser
supported this idea
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249 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
An error occurred while saving the comment Megan Pelser
commented
Xero doesn't have the ability to combine reports from multiple entities from the same Group. Currently we need to have an add on Product. One of the best Xero features is that is can be used for your whole organization, if Xero could add on a feature just for the Adviser role where we could create a custom report across multiple companies. Also if there could be a way to add a column in where you type your own amounts just for the purpose of some exercises where you could combine the books with other items in the form of excel but more formal in the books. Also because Xero doesn't function on a sub item level it would be nice to single out some items and include them in reporting. Management like to see items on different levels with out having to many items on their chart of accounts. Some thoughts for reporting that would be great
Megan Pelser
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23 votes
Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
An error occurred while saving the comment Megan Pelser
commented
Hi Kelly
Happy that multiple contacts in terms of supplier can be used but it doesn't allow for multiple customers. This single customer contact is fine for our in house project and training but not in terms of public training. In a public training we could have 5 different customers or 6. But Xero only allows for 1. I hope this makes sense.
Thanks
Megan Pelser
shared this idea
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17 votesMegan Pelser
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14 votesMegan Pelser
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13 votesMegan Pelser
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42 votesMegan Pelser
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165 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Megan Pelser
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93 votesMegan Pelser
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Megan Pelser
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109 votesMegan Pelser
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36 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Megan Pelser
supported this idea
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62 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Megan Pelser
supported this idea
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This would be great especially for those of us who have multiple companies in Xero and the changing across entities is confusing because you can't have more than 1 entity open at a time either. Something that should be considered as nice as well