Settings and activity
21 results found
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187 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 😊)
Sharon Esterhuizen
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115 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
Sharon Esterhuizen
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51 votesSharon Esterhuizen
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8 votes
Is there a specific inventory report you'd find this most useful in?
Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered.
Sharon Esterhuizen
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107 votesSharon Esterhuizen
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84 votesSharon Esterhuizen
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183 votesSharon Esterhuizen
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35 votesSharon Esterhuizen
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34 votesSharon Esterhuizen
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9 votesSharon Esterhuizen
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10 votesSharon Esterhuizen
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4 votesSharon Esterhuizen
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3 votesSharon Esterhuizen
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8 votes
Hi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
Sharon Esterhuizen
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27 votesSharon Esterhuizen
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6 votesSharon Esterhuizen
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6 votesSharon Esterhuizen
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7 votes
Thanks for your feedback, Sue. Not something we have immediate changes for but we'll begin to get a sense of the interest from your idea here.
Sharon Esterhuizen
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9 votesSharon Esterhuizen
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486 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Sharon Esterhuizen
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Yes, this is crucial to our business as the accountant needs to run all reports for the creditor and debtor clerks.
They cannot have access to everything but they do need access to do their relevant reports without having access to GL's and Banks.