Settings and activity
66 results found
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10 votes
Hi Neil, thanks for sharing your idea here. We appreciate the need for having a clear view of the reversed journals. We'll move this idea to gain more support from the community so they can share their thoughts and vote on this as well. We will monitor this space for more traction in the meantime.
Yvette King
supported this idea
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8 votes
Thanks for sharing your idea, we appreciate you explaining how switching repeating journals from "post" to "draft" could help your workflow.
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.
Yvette King
supported this idea
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502 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
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165 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Yvette King
supported this idea
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An error occurred while saving the comment -
14 votes
An error occurred while saving the comment Yvette King
commented
It seems this has been a request on numerous occasions from companies (over the past few years), but nothing seems to be done. Journals are required to be processed on customer/supplier accounts. Please note this is a critical function as raising credit/debit notes will raise red flags to auditors and SARS And likewise a proper detailed ledger for suppliers and customers are very important!!!
Yvette King
supported this idea
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328 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
An error occurred while saving the comment Yvette King
commented
It seems this has been a request on numerous occasions from companies (over the past few years), but nothing seems to be done. Journals are required to be processed on customer/supplier accounts. Please note this is a critical function as raising credit/debit notes will raise red flags to auditors and SARS And likewise a proper detailed ledger for suppliers and customers are very important!!!
Yvette King
supported this idea
·
It seems this has been a request on numerous occasions from companies (over the past few years), but nothing seems to be done. Journals are required to be processed on customer/supplier accounts. Please note this is a critical function as raising credit/debit notes will raise red flags to auditors and SARS And likewise a proper detailed ledger for suppliers and customers are very important!!!