Settings and activity
13 results found
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1 vote
AI WEE CHONG
shared this idea
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15 votes
An error occurred while saving the comment AI WEE CHONG
supported this idea
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198 votes
An error occurred while saving the comment AI WEE CHONG
commented
Let me share an example, the Report Code【EXP.COS.PUR】, is applicable for both goods and services. However, as advisors, we are unable to adequately address situations where a company operates in two distinct business lines: sales of goods and provision of services.
The current setup only allows a report code to be mapped to one business activity. As a result, we face limitations when preparing reports that require a clear distinction between the cost of goods sold and the cost of services rendered.
For reference, I have attached a sample to illustrate the issue more clearly.
Therefore, I strongly encourage Xero to consider enabling report code customisation on the advisors' end, which would significantly improve reporting flexibility for businesses with diverse operations.
An error occurred while saving the comment AI WEE CHONG
commented
Xero HQ should include a feature called ‘Chart of Report Codes,’ functioning similarly to the Chart of Accounts in Go Xero. This feature would allow Advisors to define and customise Report Codes themseves, rather than relying on Xero's predefined Report Codes, as they possess a deeper understanding of their clients' accounts than Xero. Consequently, Advisors could generate diverse Management Report Pack templates based on different sets of Report Codes configurations to accommodate diverse industries.
AI WEE CHONG
supported this idea
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1 vote
An error occurred while saving the comment AI WEE CHONG
commented
Let me share an example, the Report Code【EXP.COS.PUR】, is applicable for both goods and services. However, as advisors, we are unable to adequately address situations where a company operates in two distinct business lines: sales of goods and provision of services.
The current setup only allows a report code to be mapped to one business activity. As a result, we face limitations when preparing reports that require a clear distinction between the cost of goods sold and the cost of services rendered.
For reference, I have attached a sample to illustrate the issue more clearly.
Therefore, I strongly encourage Xero to consider enabling report code customisation on the advisors' end, which would significantly improve reporting flexibility for businesses with diverse operations.
AI WEE CHONG
shared this idea
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1 voteAI WEE CHONG
shared this idea
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14 votesAI WEE CHONG
supported this idea
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An error occurred while saving the comment AI WEE CHONG
commented
Similarly, for Advisors, the documents attached and submitted by clients should be previewable without requiring download.
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20 votes
Appreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
AI WEE CHONG
supported this idea
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4 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
AI WEE CHONG
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41 votesAI WEE CHONG
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21 votesAI WEE CHONG
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19 votesAI WEE CHONG
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346 votes
Hi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.
We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.
In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.
To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.
AI WEE CHONG
supported this idea
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388 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…AI WEE CHONG
supported this idea
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As an advisor and Xero Partner, I would like to raise awareness of a significant limitation within Xero’s platform regarding changes in functional currency.
Currently, if a company changes its functional currency, Xero requires users to create a new organisation with the new base currency. This presents serious challenges for advisors and clients, especially when trying to maintain continuity in financial records.
This inflexibility may hinder the ability to onboard clients who require this functionality, as it can be a difficult proposition to migrate all data to a new organisation.
I am bringing this to the attention of the broader Xero community and the Product Team to emphasise the importance of implementing base currency modification functionality, and I strongly urge the Xero Product Team to consider enabling the option to amend the base currency within an organisation, to accommodate such scenarios and improve long-term usability of the platform.
Let’s vote and support this improvement to make Xero more adaptive and user-friendly for global businesses.