Settings and activity

3 results found

1. History & Notes - Audit trail for all transactions and user activity

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   submitted  ·  50 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kerry Bridle supported this idea  ·  20 November, 2024

2. Reports - Display Multicurrency Original Values

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Richard is there a specific report you'd find this useful in ? 

   You can run the Payable and Receivable invoice reports in other currencies an org has used but good to know if there's another report you'd be looking for this in. 

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   Kerry Bridle commented  ·  22 November, 2023  ·  Edit…  ·  delete…

   would it be possible to have Aged Receivables Summary/Detail in Currency and Base like the picture attached

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   Kerry Bridle supported this idea  ·  22 November, 2023

3. Close periods for period reporting

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate raising your idea on the site, Katie. 

   Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods. 

   Do these 2 features fulfill what you're in need of here? 

   Kerry Bridle supported this idea  ·  22 November, 2023