Settings and activity
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200 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: 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 use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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Jan Sheldon
supported this idea
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190 votes
Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.
Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.
As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.
At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.
For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.
An error occurred while saving the comment Jan Sheldon
commented
My problem is the similarity of names in Xero if we have bill imports and we have a Mrs Jane Smith and a Jane Smith the upload ends up in the wrong account. If the account code was used (this being a unique reference) then this would work.
All names are fictious and do not refer to a real personThis is the same as MohammedTahir down below and I think other posts. Please fix urgently
I have budget holders who need access to a specific custom report (and be able to see the underlying transactions) but that is all the user profiles do not restrict access enough to allow this so the user has far more access than they need/should have.
This means we send the reports via email and have to deal with any queries by enquiring ourselves, this is time consuming and very reactive and hinders budget holders taking ownership and understanding their own numbers.