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4 results found

  1. General ledger details - Add Posted date and Posted by columns

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Damien Welsh commented  · 

    Often posting date is more important than transaction date, especially when someone re-opens a prior period.
    Finding what has been changed is virtually impossible without a posting date filter in combination with the transaction date filter.

    Damien Welsh supported this idea  · 

  2. Permissions | Contacts - Private or limited access to certain contacts

    84 votes

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    submitted  ·  23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Damien Welsh supported this idea  · 

  3. Xero Expense - Assign Approver for multiple submitters

    67 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Damien Welsh commented  · 

    I need to stream expense claim approvals to line managers, and so need a matrix that indicates for each user who the expense approver is.

    Damien Welsh supported this idea  · 

  4. User Role - Restrict access to specific Tracking categories

    50 votes

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Damien Welsh commented  · 

    I support a few businesses that use Xero. This functionality is crucial to protecting salary confidentiality and other confidential transactions. But what would also be needed would be to make this applicable to approvals so that you could only see bills to approve for your tracking category, this would save time as it would clear a lot of clutter from the bills to aprpove screen, making it super clear for users that this is for them to approve. (this is a typical workflow in NetSuite and similar ERP's so moderately high end functionality)

    Damien Welsh supported this idea  ·