Settings and activity
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21 votes
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Craig Van Niekerk
supported this idea
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190 votes
An error occurred while saving the comment Craig Van Niekerk
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This would be a great time saving function, should you be able to make it work. Good Luck
Craig Van Niekerk
supported this idea
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228 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Craig Van Niekerk
supported this idea
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When Reviewing Bank Account / (Reconciled) Account Transactions in Xero:
Please add extra columns for "Account" & "Tax Type" for ease of access to transaction's particulars.
Saving Users the inconvenience of having to click & open each transaction individually,
(while also being navigated away from the current page/or to a new tab) in order to review
the reconciled transactions' most relatively important information.
Perhaps Xero could even make the Columns selectable, in a dropdown menu. As we currently
have available in custom reports.
Thank you in Advance