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  1. History and Notes report - Contact details

    9 votes

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    5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea. We understand that having more detail available in History and Notes reports could make it easier to review changes and track user activity.

    The suggestion is to add contact details within the History and Notes report to help users identify which customer, supplier, or record a change relates to without needing to click out of the report.

    We’ll continue tracking this idea here, where other users can share their feedback and examples to help shape future improvements.


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    Melody Deng commented  · 

    Please add this report which is useful for AP control. Thx

    Melody Deng supported this idea  · 

  2. Email Settings - Set which users to receive Bank account change notification

    243 votes

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    submitted  ·  130 comments  ·  Users & setup » Navigation  ·  Admin →
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    Melody Deng commented  · 

    Please implement, it's critical to improve internal controls.

    Melody Deng supported this idea  · 

  3. User Role - Allow users access to specific reports

    324 votes

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    152 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! 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 go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    Melody Deng commented  · 

    Hi Team,
    This is really a critical issue for us as well!
    Can Xero have the function to give users to different report?

    Melody Deng supported this idea  ·