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  1. XPM - Improve Sorting order of Client names in XPM

    8 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey team thanks for raising this Idea around sorting order of client names. We are moving this to Gaining Support, but we want to let you know that in the Client list you can still search for clients using the last name, this will pull all the clients wiht that particular last name in the search results. You can now share this idea wiht friends and colleagues and encourage them to vote and comment. Thanks again for bringing this to our attention.

    Jenny Haines supported this idea  · 

  2. User Role - Allow users access to specific reports

    340 votes

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    155 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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    Jenny Haines commented  · 

    Given that it nine years since this was first brought up - is there a timeline for when it will be implemented. Grouping reports is not the answer, we need to be able to make reports individually available to users. This is a deal breaker for my client as they are not able to delegate to anyone and reduce their own day to day activity. Please may we have a date for completion of this critical control.

    Jenny Haines supported this idea  ·