Settings and activity
33 results found
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315 votes
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 😊)
An error occurred while saving the comment 
Luke Abbott
supported this idea
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38 votes
An error occurred while saving the comment Luke Abbott
commented
Textbook handling from Xero here on the whole user role issue : https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960731-user-role-restrict-access-to-specific-settings
State that the issue is far more complex than it really is, then split it down to get people to vote more specifically and then close-off the original. Next, wait 12 months, still doing nothing, at which point you then merge all the individual ideas, because "they're all part of the bigger picture" around user roles! 🤷🏻
See you all in 12 months I guess!!
Every other platform in the market that I know of already offers detailed managing of user roles and access as standard.
a) This should already exist in Xero and
b) (if anything is ever done about it) No organisation should be made to pay more than another to use a business critical function.Luke Abbott
supported this idea
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646 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Luke Abbott
commented
Textbook handling from Xero here on the whole user role issue : https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960731-user-role-restrict-access-to-specific-settings
State that the issue is far more complex than it really is, then split it down to get people to vote more specifically and then close-off the original. Next, wait 12 months, still doing nothing, at which point you then merge all the individual ideas, because "they're all part of the bigger picture" around user roles! 🤷🏻
See you all in 12 months I guess!!
Every other platform in the market that I know of already offers detailed managing of user roles and access as standard.
a) This should already exist in Xero and
b) (if anything is ever done about it) No organisation should be made to pay more than another to use a business critical function.Luke Abbott
supported this idea
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346 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Luke Abbott
supported this idea
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467 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…
An error occurred while saving the comment Luke Abbott
commented
@Kelly Munro, isn't it about time for an annual update? We're eleven years into this version of an idea for customisable user roles, and a week away from there being a full year of radio silence.
Xero just need to get a grip on some of these basic software functions.
Luke Abbott
supported this idea
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171 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Luke Abbott
supported this idea
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641 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Luke Abbott
supported this idea
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8 votesLuke Abbott
shared this idea
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75 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
Luke Abbott
supported this idea
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531 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Luke Abbott
supported this idea
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An error occurred while saving the comment Luke Abbott
commented
With the strides forward that are being made in open banking, this kind of function should be more than possible now, though understandably it does require the co-operation of the banking tech teams to allow this to happen fully.
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736 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Luke Abbott
supported this idea
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1,229 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Luke Abbott
commented
Unfortunately Yazz, there clearly is no threshold. It is becoming abundantly clear to all users of this forum that Xero have no intention of listening to what their customers want. They develop the "beautiful" things they fancy developing. Why else are there a number of items marked as "working on it" or "under review" that simply only have 4 or 5 votes to them, whilst this one (and countless others) have 100s!
The best part about this whole forum is the daily emails I get from it on all the topics I've voted on, reminding me that so many others are in the same boat, and that if I finally give up waiting for Xero to respond there are hundreds of others who might like to join me in obtaining a group discount from Sage or Quickbooks 😂
An error occurred while saving the comment Luke Abbott
commented
Arnis - You're not the only one in the partner programme considering the move. I know a particular platinum partner who have been challenged recently as to why they stick with Xero based on recent lack of tangible, useful, customer based progress. Maybe when those in the 1,000s of clients start migrating they'll wake up...
An error occurred while saving the comment Luke Abbott
commented
The latest update was very aptly described by a colleague : "This new 'accessibility' update has now made it possible for even more Xero customers to see which functions are lacking!"
@Xero, when will you realise people are screaming out for a "Focus on functional" rather than "Building on beautiful"!!
Luke Abbott
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41 votesLuke Abbott
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13 votesLuke Abbott
supported this idea
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9 votes
An error occurred while saving the comment Luke Abbott
commented
Would like to see this for adding direct from files to a purchase credit note.
Currently all P/L files get uploaded and then any credits have to be re-downloaded, deleted and added manually via the Bills tab.
Luke Abbott
supported this idea
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15 votes
An error occurred while saving the comment Luke Abbott
commented
The obvious workflow I'm sure for many businesses is to upload multiple files and then batch process. We have a purchase ledger clerk who does this task once a week and having covered her while on leave, I had forgotten how annoying, and how much extra load time it adds because of not being directed back to files automatically. It feels like those who designed it this way have never used Xero in the real world!
Luke Abbott
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31 votesLuke Abbott
supported this idea
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187 votesLuke Abbott
supported this idea
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488 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
Luke Abbott
supported this idea
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42 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Luke Abbott
supported this idea
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An error occurred while saving the comment Luke Abbott
commented
Would value this change in relation to manual journals as well as I always believe it is good practice to have well organised and structured journals.
Textbook handling from Xero here on the whole user role issue : https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960731-user-role-restrict-access-to-specific-settings
State that the issue is far more complex than it really is, then split it down to get people to vote more specifically and then close-off the original. Next, wait 12 months, still doing nothing, at which point you then merge all the individual ideas, because "they're all part of the bigger picture" around user roles! 🤷🏻
See you all in 12 months I guess!!
Every other platform in the market that I know of already offers detailed managing of user roles and access as standard.
a) This should already exist in Xero and
b) (if anything is ever done about it) No organisation should be made to pay more than another to use a business critical function.