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  1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    404 votes

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    216 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

    Sumoltamash Rungson supported this idea  · 

  2. Xero expenses - Ability to change sort order

    24 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sumoltamash Rungson supported this idea  · 

  3. Account transactions report - Show description of transaction line

    103 votes

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    49 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Sumoltamash Rungson commented  · 

    Currently, the Account Transaction report showing the detailed descriptions as same as the contact field, as Employee Name.

    It would be very useful to be able to show a details in descriptions field for individual or bank accounts type in the Account Transaction reports as same as the detailed descriptions in Xero Expense.

    Please find attached for your reference.

    Sumoltamash Rungson supported this idea  · 

  4. Account Transactions report | Batch deposits - Use Payment Reference

    43 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sumoltamash Rungson supported this idea  ·