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24 results found

  1. Fixed Assets - Add location

    3 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Maresa, when you say you'd like to add Location would this be based on a Tracking category you've set up in the organisation? If so, you could add this when you create the original transaction(bill) the asset is raised from.

    Maresa Pretorius shared this idea  · 

  2. Bank Reconciliation - Use Bank Rules to record fees

    7 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Maresa Pretorius supported this idea  · 

  3. Xero HQ - Transfer/copy reports between practices & organisations

    209 votes

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    60 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

    Maresa Pretorius supported this idea  · 

  4. User Role - Access to specific feature only

    444 votes

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    82 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Maresa Pretorius supported this idea  · 
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