Settings and activity
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300 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 😊)
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Jarred Walmsley
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22 votesJarred Walmsley
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24 votesJarred Walmsley
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236 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
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
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13 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
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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.