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1,163 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
We want to keep you updated as work progresses on this, and I'll be back to share…
Lidia P
supported this idea
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15 votes
Hi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
Lidia P
supported this idea
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81 votes
An error occurred while saving the comment -
341 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Lidia P
supported this idea
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An error occurred while saving the comment Lidia P
commented
As a fact, Xero is not used anymore just by Business owners. SME's are also using Xero since it became more advance from when it started some years ago.
"Staff managing day to day tasks" DON"T NEED accesses to financial reports. Financial Reports (FR) are CONFIDENTIAL information, which shouldn't be allowed to be accessed by "people doing day to day tasks", Only authorised people should have access to FR. It's time for XERO to introduce NEW USER type since it is used by so many SMEs.CONFIDENTIALITY of FR should be ON TOP of XERO's priority. We shouldn't wait for years for confidentiality to be implemented. An Accounts Receivable AR or Accounts Payable AP user (AR/AP USER ) with access to AR/AP reports EXCLUDING FINANCIAL REPORTS should be implemented IMMEDIATELY for confidentiality reasons. This is very, very important!!!!
As mentioned below by John, "The ability to include invoice links in our custom statements would enhance usability by allowing customers to access invoices directly from their statements."
We can't use the Standard Statement as it has a huge limitation : it is cutting the Invoice reference to 10 characters, which is not enough for our customers to understand the statement. The Reference on the Standard Statement should be at least 15 characters.
By including links on Custom statements, we could overcome the Reference limitation.