Settings and activity
35 results found
-
301 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
·
-
34 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
·
-
604 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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
·
-
324 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
·
-
455 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
·
-
153 votesLuke Abbott
supported this idea
·
-
784 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Luke Abbott
commented
Agree with Claire.
Suppliers often ask us why we have randomly allocated a CN against an unrelated invoice on the remittance rather than just taking it as a credit against the whole payment. Only Xero users appear to have encountered the forced invoice allocation of credits.
An error occurred while saving the comment Luke Abbott
commented
Susan Barbarino, you are spot on there. We are always having suppliers confused by the remittances as to why we would allocate credits against invoices where they clearly don't belong. Takes some explaining sometimes as to why this is the case as it just doesn't follow any other accounting software out there!
Luke Abbott
supported this idea
·
-
617 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
·
-
7 votesLuke Abbott
shared this idea
·
-
73 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
·
-
520 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Luke Abbott
supported this idea
·
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.
-
728 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Luke Abbott
supported this idea
·
-
1,204 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
supported this idea
·
-
36 votesLuke Abbott
supported this idea
·
-
12 votesLuke Abbott
supported this idea
·
-
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
·
-
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
supported this idea
·
-
30 votesLuke Abbott
supported this idea
·
-
181 votesLuke Abbott
supported this idea
·
-
444 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
·
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.