Settings and activity
6 results found
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12 votes
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Lisa Lenne
supported this idea
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106 votes
An error occurred while saving the comment Lisa Lenne
commented
When there are 2 businesses run from within the Xero organisation (Trust) all settings are set for Branding themes, however the customised email to client when opened shows the Organisation name as well as the Invoice Trading Name. This is super confusing and the organisation name is the name that imports to their accounting records, not the Trading name on the Invoice.
Have requested previously and again today asked to put it here by support as there is no fix.
I fear I will be retired when this eventually gets looked at as I have now been dealing with this for 11 years!Lisa Lenne
supported this idea
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34 votes
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386 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment Lisa Lenne
commented
There is nothing Beautiful about not listening. This issue of user access to bank accounts has been an issue well before you changed the name of this to product ideas and deleted all of the original ones 10years ago. If I want staff to use Projects for Jobs and costing I have to let them see my Bank rec screen. Makes no sense as they don't need that to cost a job and enter invoices.
Lisa Lenne
supported this idea
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103 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Lisa Lenne
commented
Description is there for a reason. Why would Xero post a Contact as a Description?
These types of decisions on reports like this definitely question the ability for the designer to grasp what is required here.
When did description mean Contact?
Why input a Description if you are going to omit it in the critical reporting?
Beyond belief.Contact = Contact
Description = DescriptionLisa Lenne
supported this idea
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20 votes
An error occurred while saving the comment Lisa Lenne
commented
Find and Recode Descriptions.
Client repetitively inputs the wrong description,asking the coding look incorrect. It would be awesome to be able to fix the description on these repetitive transactions.
Seems we can change almost everything except that. Please add this to find and recode. Thanks
Lisa Lenne
supported this idea
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I agree, I just received 2 authorisations for staff I have no idea what they are doing in a clients business.