Settings and activity
8 results found
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18 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Niki Stokes
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30 votesNiki Stokes
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10 votesNiki Stokes
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17 votesNiki Stokes
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27 votesNiki Stokes
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Niki Stokes
supported this idea
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An error occurred while saving the comment Niki Stokes
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I would like the ability to deselect Bank Accounts & Balances from the Standard user settings. This currently is defaulted to reconcile & edit statement lines, which means some users who need standard user access for other sections are able to see the bank feeds on their home page. If I down grade them to Invoice Only, they then cannot access the full functions needed for their role. Would also like Edit Settings to be optional on Standard User.
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5 votesNiki Stokes
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199 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: 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 use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Niki Stokes
supported this idea
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When cash coding transactions in the bank reconciliation, there is no option to process without creating a contact.
We do not want some transactions being visible to those who handle the PL & SL transactions. For example, our Directors are paid dividends outside of the payroll, and this is now showing as a contact with the transactions visible to all. This is confidential and should not automatically be set as a contact.
To be able to reconcile transactions outside of your ledgers is standard in the majority of most finance systems and needs to be an option within Xero.