Settings and activity
52 results found
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45 votes
Johan Potgieter
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41 votesJohan Potgieter
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676 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Johan Potgieter
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660 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Johan Potgieter
supported this idea
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474 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Johan Potgieter
supported this idea
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19 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
Johan Potgieter
supported this idea
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13 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
Johan Potgieter
supported this idea
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10 votes
Good to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
Johan Potgieter
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6 votes
Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ?
Johan Potgieter
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129 votes
Hi team, we're pleased to provide an update as work for backorders in Xero has continued to move along. Our team are now in a position where we'd love to test our solution with a small group of users. 😊
If you'd be interested in being a part of our beta group please fill in this form📝
Just to note - space is limited and we may not be able to include everyone.
We appreciate your time and inputs and will be sure to keep everyone here updated of further progress.
Johan Potgieter
supported this idea
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12 votes
Hi team, apologies as we have jumped the gun a little - While it's currently possible to include a PDF of the invoice when sending via the Xero network, including attached files is not available just yet.
However, I want to confirm this is something the team are currently working on and we will share as soon as there is another update on this.
Johan Potgieter
supported this idea
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421 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
Johan Potgieter
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13 votes
Hi Karen, could you edit the report to create groups that would show this separation?
Johan Potgieter
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8 votes
Hi team, as another update surrounding passkeys we wanted to share that this week we've released passkey log in for Xero Me app users who haven't set up MFA yet. This is just the first stage, and over the coming months we'll progressively make this feature available to more users. I'll be back to share more as passkeys become available to more users.
Johan Potgieter
supported this idea
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47 votes
Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.
After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.
While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks
Johan Potgieter
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17 votes
Hi all, we wanted to round back here to share for those in the UK that we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date.
To recap for anyone new coming across the idea - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same applies in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax,…
Johan Potgieter
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45 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Johan Potgieter
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228 votesJohan Potgieter
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28 votesJohan Potgieter
shared this idea
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7 votesJohan Potgieter
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