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445 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…
Emily Inman
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52 votes
An error occurred while saving the comment Emily Inman
supported this idea
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
An error occurred while saving the comment Emily Inman
commented
The ability to run a P&L report per project. So you can see the transactions summarised by account code and monthly. We would like a monthly p&l per project. Or open the API for the transactional project data, so that we can run this report via third parties such as G-Accon.
Emily Inman
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4 votesEmily Inman
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337 votes
Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
An error occurred while saving the comment Emily Inman
commented
it's taking ages to create a report and therefore time consuming to calculate cash flow having to go into each contact it separately. It would save so much time if there was a report summarising the debtor days.
Emily Inman
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wasting loads of time individually sending out remittances, please please would love this feature. - using crezco and the automated payments is great. but then having to send out 100s of remits one by one