Settings and activity
5 results found
-
315 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! 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 go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment 
Jarred Walmsley
supported this idea
·
-
23 votesJarred Walmsley
supported this idea
·
-
30 votesJarred Walmsley
supported this idea
·
-
253 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
An error occurred while saving the comment Jarred Walmsley
commented
Yes, this is 100% a needed feature, as many others have said when receiving late invoices, it is impossible to record them with any degree of accuracy/matching.
Jarred Walmsley
supported this idea
·
-
20 votes
An error occurred while saving the comment Jarred Walmsley
commented
Agreed, such a stupid method to allocate it to the newest one first, why wouldn't you be clearing older invoices first?
Jarred Walmsley
supported this idea
·
This is insanity that it is not a base function of Xero.
We don't want our admin/debt collectors/sales staff being able to see & dig into the P&L and B/S but obviously they need access to the debtors report.
You know full well that a paid addon isn't sufficent for this, come on.