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8 results found

  1. Report Templates - Ability to add any report

    297 votes

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    43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

    We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

    Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

    We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…

    Simon Zealot supported this idea  · 

  2. Subscription Option - Multi-currency as an add on

    50 votes

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    submitted  ·  30 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Simon Zealot supported this idea  · 

  3. User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user

    33 votes

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    submitted  ·  8 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Simon Zealot supported this idea  · 

  4. User role permission: Invoice Only Purchases - Assign user to see bills paid

    38 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Simon Zealot supported this idea  · 

  5. User Role: Quotes access only

    56 votes

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    submitted  ·  24 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Simon Zealot supported this idea  · 

  6. User Role - Reconcile without access to approve invoices

    78 votes

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    10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

    Simon Zealot supported this idea  · 

  7. Dashboard - Ability to add sticky notes/notes

    164 votes

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    submitted  ·  46 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Simon Zealot supported this idea  · 

  8. Email Settings - Ability to have separate reply-to email address

    356 votes

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    95 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.

    Simon Zealot supported this idea  ·