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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  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea to improve our NZ tax product, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Sharnil Dayal supported this idea  · 

  2. User Role - Allow users access to specific reports

    300 votes

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    145 comments  ·  For small businesses » Settings & user roles  ·  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  ·