12 results found
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Keep Status Page up to date
Keep status page up to date. Xero has been flaky for 5 days and status page says nothing wrong - i cannot be the only user not able to access Xero
1 voteHi Tracey, appreciate wanting updates to be as timely and frequent as possible when an incident occurs. I've shared your feedback with our teams that manage this page.
Please know that they work very closely with those investigating and resolving issues that occur within Xero and will provide updates on the page there when a widespread incident begins and as often as possible throughout until it's resolved.
While we have many indicators and systems to monitor Xero, with customers using our features around the clock there can be times at which you'll encounter an issue before it becomes widespread.
We recommend raising a case with our Xero Support team if you do run into unexpected behaviours as this can also be a good indicator for our teams.
Saying all this, there have been ongoing recent disruptions and we appreciate the frustration and inconvenience this has caused users over the past…
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XPM - Invited User Admin Level client access
General overhaul of user permissions. Including: When a new user is added to the practice at the admin level, they are automatically added to all clients in the practice. For large firms this is problematic and would be better if all users were only given access to the demo account upon invitation.
2 votesThanks for taking the time to share your feedback.
Based on Xero Central, when you invite someone into your practice with the administrator role, they get default access to organisations where the subscription is managed by the practice. However, this access can still be managed and overridden from the staff record. If you have Manage staff access, you can update that staff member’s access to all clients in the Permissions tab, or override access for specific client records.
If you also have Manage users permission for the organisation, you can update the staff member’s access to that organisation as part of the setup.
If the subscription isn’t managed by the practice, the staff member needs to accept a Xero organisation invite from the client to access that organisation.
So while admin users do receive default access to practice-billed organisations, that access isn’t fixed. You can limit their access from the…
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1 vote
Not really enough detail in your idea to understand exactly what you're after, Sally. It sounds as though you may have Bills entered in Xero, in which case we'd recommend reconciling payments in your bank account to the Bills, not creating a spend money.
If not automatically suggested when reconciling you should be able to find and reconcile with a bill using Find & Match.
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allow "invoice only" users to post to xero from orderwise
I would like a member of staff to be able to post to Xero from our Orderwise ERP software when I am away, so that I can have a holiday where i don't have to log in to Xero and Orderwise every morning. It is not currently possible as she has "invoice only" access. which works for everything else she does, but will not allow her to post from Orderwise to Xero. I don't want to give her access to the bank accounts so I'm stuck. Please consider making a change to user permissions to allow this 3rd party posting…
2 votesHi Nikki, appreciate you sharing your idea here.We understand the need to manage user access levels while keeping your third party integration running smoothly with Xero.
Just to clarify, how external apps interact with Xero user permissions is controlled by the way those apps use our API. Because of this, requests related to specific integration behaviour are better handled outside of Xero Product Ideas.
For the best next step, we recommend posting in the Xero Developer Community for API-related guidance or discussion.
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Email as a multi-factor authentication method
Not everyone has access too or wants to use an authenticator app. I would like to have a code send to my mobile or email as the authentication method. When we setup Xero asks for a backup email address which codes can be sent too. So if codes can easily be sent to a backup email address, then why cant they just go to the users email address ? Please consider allowing code to be emailed to the user as multi-factor authentication method, instead of only allowing an email to a backup email address.
1 voteWe appreciate your feedback about Multi-factor authentication. (MFA) is mandatory for Xero customers with access to a paying organisation. It’s critical to help protect your sensitive data from security breaches and account compromises globally. We take security seriously and protecting our customers' data is our highest priority. Cyber attackers and hackers are only getting more sophisticated and by implementing MFA, you're adding a second layer of security to your account. Thank you for sharing this with us. I'll make sure your ideas get in front of the right team for review. While we aren't able to commit to changing this right now, your feedback is incredibly helpful as we plan future improvements
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Address Fields should be populated as in the import fields. At present the address information is just populated into the next field. This
Address Fields should be populated as in the import fields the data was entered. At present the address information is just populated into the next field. This messes up the export of the data. This is a very important failure in data input.
1 voteSorry to hear the troubles you're running into here, Robert. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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User role - Restrict option to add or delete Bank Accounts To Subscriber user role
It is concerning that Bank Accounts can be added or deleted by users with "Standard User Access or even "Advisor" in some cases.
Considering the whole Xero Accounting system revolves around Bank Feeds, the ability to add a bank account, activate Bank Feeds or even delete a bank account should only be a function available to the Software Subscriber.
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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User - Restore deleted user
Once a user is deleted it would be helpful to have a list of deleted users, where you can then restore from if needed.
4 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Give approvers access to limited suppliers
Xero access - Limited permissions for approver
In the process of bills approvements we need the approvers to have limited access to suppliers (if they can access xero currently access allows them to see everything on the system). For example:
approver A has limtied access to supplier B
Approver C has limited access to supplier Dapprover A could not see information regarding supplier D and approver C could not see information on supplier B.
This would help us to avoid having an extra software that handles approvals when everything could be done through xero.
3 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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User role - Permission to create Spend or Receive monies
The Receive Money function should be made available to users who do nothing else except literally receive money - ie sales people. This is especially relevant in small countries where cash is king and non electronic transactions are still in majority. I have one user who only needs to receive cash but I can't give them that function without making them an Adviser.
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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User Role | Permissions - Allow Invoice Only users to connect apps
Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Users: Remove user access without cancelling user's repeating invoices
If a staff member leaves, you would usually delete them as a user. That causes issues, however, if they have set up recurring invoices. These will be left as draft and will not be sent. It would be useful if you could keepa staff member but remove the access so that they can't log in themselves anymore, almost making them inactive?
It is not as simple as resetting their password because of the 2 step authentication.4 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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