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  1. NZ Tax - Transfer donation rebate to multiple years, tax types and IRD numbers

    28 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we do appreciate you taking your time to feedback and share support in this idea.

    Having been reviewed by our product team we will be moving this to Not in pipeline.

    Specifications on what transfers can be done for each tax return type are supplied by Inland Revenue(IR). For the Rebate Claim Form IR526, only one transfer directly to another tax payer is permitted.

    With these limitations this is not an idea we will develop. If IR make changes around these specifications in the future this may be an idea we revise. Thanks

    Sharnil Dayal supported this idea  · 

  2. User Role - Allow users access to specific reports

    315 votes

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    149 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Sharnil Dayal commented  · 

    I feel that this is a very critical update - should be a standard feature.

    Some of the organisations are now splitting the roles of doing only Accounts payables/receivables and not Bank Reconciliation- at least have the related reports such Aged payables and Receivables reports available to SALES & PURCHASES users - this allows them to check the accounts payables/receivables balances at end of each month without accessing any management accounts...

    Sharnil Dayal supported this idea  ·