Users & setup

5 results found

1. import check registry

   It would be really great if we could import checks into the check registry for those of us in the US doing a setup/cleanup/conversion, especially one that includes multiple years of data. All we would need is an IMPORT button on the Check registry screen that would work with the standard CSV import file.

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   0 comments  ·  Import  ·  Delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

2. Locking down active clients in XPM based on outstanding payments

   We are currently experiencing an ongoing workflow issue when a client has an outstanding invoice and further work is being completed.

   Although a note can be added to the front screen or within the client notes section, we believe a dedicated “lock” function, similar to the existing tax return lock, would provide a significant benefit to our practice workflow.

   The proposed lock function would prevent work from accidentally being completed for clients with outstanding invoices, while still allowing the client to remain active and visible within Practice Manager. This would ensure that all work in progress (WIP) and outstanding invoices remain visible, while providing the added security that our office policy is being followed — no further work is to be completed until the outstanding invoice has been finalised.

   We believe this functionality would help reduce the risk of work being undertaken inadvertently, improve internal controls, and provide greater consistency in managing client accounts.

   Thank you for considering this suggestion. We would greatly appreciate the opportunity to see this functionality introduced in a future update.

   We are currently experiencing an ongoing workflow issue when a client has an outstanding invoice and further work is being completed.

   Although a note can be added to the front screen or within the client notes section, we believe a dedicated “lock” function, similar to the existing tax return lock, would provide a significant benefit to our practice workflow.

   The proposed lock function would prevent work from accidentally being completed for clients with outstanding invoices, while still allowing the client to remain active and visible within Practice Manager. This would ensure that all work in progress (WIP) and outstanding invoices… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

3. Quotes - Confirmation Notification for Client

   Recommend building in a confirmation notification and downloadable copy of the acceptance of quotes.
   There's currently no way for clients go back and track the status of quotes.

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   0 comments  ·  Navigation  ·  Delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

4. Improve User Permissions for Bookkeeping Clients and Restore Published Report Downloads

   The new Xero user permissions do not work well for accounting and bookkeeping firms that manage Xero on behalf of business owners.

   There are two issues I would like Xero to address:

   Issue One: Restore published report downloads for the “Manage Client” role

   For existing organizations, the user permissions screen may look the same as it did previously, but the actual permissions associated with those roles have changed.

   For example, users assigned the Manage Client role were previously able to view and download published reports. Those users can now view published reports but can no longer download them.

   Please restore the ability for users with the Manage Client role to download published reports.

   Business owners should be able to access and download the financial reports their accountant or bookkeeper has prepared for them without needing broader accounting permissions.

   Issue Two: Provide more flexible permissions or create a true client-facing role

   The new permissions structure is simultaneously confusing and too restrictive.

   Xero provides predefined roles and allows certain permissions to be selected within them, but the available combinations do not reflect how many bookkeeping firms actually work with their clients.

   Ideally, Xero should allow administrators to create a user with fully customizable permissions — selecting exactly which features that individual can view, use, edit, or export — and save those permissions as a custom role for future use.

   Alternatively, Xero could keep its proposed/default roles but allow administrators to independently turn individual permissions on or off rather than limiting customization to predetermined categories.

   If fully customizable permissions are not possible, Xero should introduce a dedicated Client / Business Owner – Reporting Only role.

   This role would be designed for business owners whose bookkeeping is managed by an accountant or bookkeeper. The user should be able to:

   Run financial reports
   View published reports
   Download/export published reports
   Run and export their own reports
   View their financial information

   They should not be able to:

   Change bank connections or bank feeds
   Reconcile or unreconcile transactions
   Modify bookkeeping completed by the accountant/bookkeeper
   Change accounting settings or other technical configuration

   There is a major difference between an accounting user who works inside Xero and a business owner who simply needs access to their financial information.

   Many bookkeeping clients are not technical Xero users and do not need operational accounting permissions. They simply need a safe, straightforward way to access their financial statements without the risk of accidentally changing bank feeds, reconciliations, or completed bookkeeping.

   A flexible custom-permissions system would be the best solution. At minimum, a dedicated client-facing reporting role would fill a significant gap in the new permissions model.

   The new Xero user permissions do not work well for accounting and bookkeeping firms that manage Xero on behalf of business owners.

   There are two issues I would like Xero to address:

   Issue One: Restore published report downloads for the “Manage Client” role

   For existing organizations, the user permissions screen may look the same as it did previously, but the actual permissions associated with those roles have changed.

   For example, users assigned the Manage Client role were previously able to view and download published reports. Those users can now view published reports but can no longer download them.

   Please restore… more

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   0 comments  ·  User permissions  ·  Delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

5. Login - Use backup email or phone for confirmation of suspicious login

   you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.

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   2 comments  ·  Login  ·  Delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.