Settings and activity
12 results found
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3 votes
Hi Milla, you can set up whether you're taken straight to the last organisation you logged into or if you're taken to your My Xero homepage. Or is it something a bit different you're referring to here?
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12 votesWanita Keighley supported this idea ·
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17 votesWanita Keighley supported this idea ·
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42 votesWanita Keighley supported this idea ·
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145 votesWanita Keighley supported this idea ·
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162 votesWanita Keighley supported this idea ·
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8 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
Wanita Keighley supported this idea · -
36 votesWanita Keighley supported this idea ·
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302 votes
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…Wanita Keighley supported this idea · -
28 votesWanita Keighley supported this idea ·
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37 votesWanita Keighley supported this idea ·
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6 votes
An error occurred while saving the comment Wanita Keighley supported this idea ·
My watch list is showing negatives for the YTD, why is that so and my reports show in accrual when in Financial settings I have ticked cash basis