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5 results found

  1. Custom report - Add formula rows for % percentages (e.g Gross/Net profit)

    88 votes
    29 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.

    For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see. 

    An error occurred while saving the comment
    Chris Thomas commented  · 

    Another vote for the percentage formula in a custom report please Xero.

    Chris Thomas supported this idea  · 

  2. User Role - Restrict access to specific Settings

    386 votes
    226 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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…

    Chris Thomas supported this idea  · 

  3. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    342 votes
    118 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

    Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

    Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

    As we embark work on the Account Transactions tab we'll be able to revisit…

    Chris Thomas supported this idea  · 

  4. Invoices/Bills - Feature to 'write off' as bad debt

    682 votes
    14 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Chris Thomas supported this idea  · 

  5. Credit notes- bulk allocation

    400 votes
    submitted  ·  149 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Chris Thomas commented  · 

    Another vote for this feature. We work with Ecommerce businesses and there are Shopping Cart systems like Brightpearl and Shopify that create 1 consolidated invoice per day for the sales and 1 consolidated invoice per day for the refunds.

    At the moment each individual credit note needs to be manually matched to the invoice for that day. Extremely time consuming.

    This thread was opened 5 1/2 years ago and no comments from Xero support. So it's safe to assume that this one needs a few more thousand votes to be considered.....

    Chris Thomas supported this idea  ·