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  1. User Role - Allow Admin Projects users to see custom project reports

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jaysee Pillay commented  · 

    Please advise if projects is user based.
    I want users to only see the custom reports that relate to their activities

    Jaysee Pillay supported this idea  · 

  2. Reporting - Custom Complex Formulas

    8 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jaysee Pillay commented  · 

    Keen to understand if there are plans on Xero's Roadmap and trajectory to augment Formula Function Support. At this time, Xero does not support advanced functions such as text modifiers, regex (regular expressions), string manipulation, or date functions within custom report formulas.

    The only capabilities available are:

    Basic arithmetic: +, -, *, /

    Simple conditional logic: IF statements.

    A simple use case is being more scientific with Forecasting. Rudimentary math operators do not suffice the complexities of CAGR and NPV.

    If a regex or extended functions are added, reporting can become much more centralised in Xero's environment as opposed to modeling in Excel and plugging in numbers into a Budget Manager.

    Jaysee Pillay supported this idea  ·