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7 results found

  1. Contacts - Option to navigate pages of the Contacts list from the top of screen

    4 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi!

    Thanks for sharing this idea about how you'd like the option to have the page selection at the top of this screen, rather than at the bottom.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share it with any colleagues that this could also benefit, so they can add their votes and comments too!

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    Alison Martin commented  · 

    It would be really useful to have the page selection button at both the top and bottom of the screen

    Alison Martin supported this idea  · 

  2. CIS - Editable email templates

    12 votes

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    0 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Alison Martin shared this idea  · 

  3. Audit Trail Report

    586 votes

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    84 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

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    Alison Martin commented  · 

    We have clients reluctant to switch from Sage as they like an audit trail report to see what has been posted and, whilst you can find things in Xero when you are used to it, - it is not an easy report to pull off when there are multiple users

    Alison Martin supported this idea  · 

  4. Bank Reconciliation - Sort statement lines by most recent date

    9 votes

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    submitted  ·  4 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Alison Martin commented  · 

    When reconciling the bank the items do not appear in date order- this is really frustrating to think all items are done in a month, and then find some muddled up with later dates

    Alison Martin supported this idea  · 

  5. Practice tools - Bulk bank feed refresh

    8 votes

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    submitted  ·  1 comment  ·  Practice tools » Clients  ·  Admin →
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    Alison Martin shared this idea  · 

  6. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    94 votes

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    submitted  ·  23 comments  ·  Users & setup » User permissions  ·  Admin →
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    Alison Martin supported this idea  · 

  7. User - Bank feed refresh for read only users

    6 votes

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    submitted  ·  1 comment  ·  Users & setup » User permissions  ·  Admin →
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    Alison Martin shared this idea  ·