Settings and activity
6 results found
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160 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
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Jessica Berkley
supported this idea
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27 votes
Hey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Jessica Berkley
commented
I want the ability to attach a copy of the statement to the Bank Rec Period for each bank account.
Jessica Berkley
supported this idea
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12 votes
Thanks for clarifying that further Darian. That is a great idea and we can see why that would be useful. We're moving this idea to gain further support from the community while find similar ideas to merge with your idea and add more support to it. Feel free to share this with your friends and colleagues so they can add their vote in as well :)
Jessica Berkley
supported this idea
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16 votes
Interesting to hear the differing views in terms of the ordering here. Thanks for your feedback.
We're paying close attention to everything our community is sharing about the new navigation here and if there are any plans made around the ordering we will let you know.
An error occurred while saving the comment Jessica Berkley
commented
So now that Files has been moved to the Accounting tab, I have to remember to find it. It would be great if the Menu items at the top of the page could be slid around in the order of importance, hidden from view or an additional menu item created called Bookmarks where my favorite links were all in one place.
Jessica Berkley
supported this idea
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73 votesJessica Berkley
supported this idea
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174 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
An error occurred while saving the comment Jessica Berkley
commented
I agree this would be a helpful feature. At the very least, could we have a filter option on the Account Transaction report that can say whether an item is marked as billable or not? I can drill into the transaction to see then who it's billable to. I have a client that uses billable expenses and it would be much more useful if you could see what isn't marked as billable rather then billable expenses outstanding.
Jessica Berkley
supported this idea
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It is not intuitive to have to open Accounting>Accounting Settings every time you need to edit a transaction from a locked period. It would be great if Admins had the ability to set a password that they could enter to unlock a single transaction from a locked period.