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41 results found
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251 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Jane Skinner
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372 votes
An error occurred while saving the comment An error occurred while saving the comment Jane Skinner
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Xero, your customers need to be able to TURN OFF AUTOSAVE if we want to. It is rubbish, leads to errors & makes a nonsense of the "history" of an invoice.
This needs to be implemented BEFORE you force us to use the degraded programme that "new invoicing" is.An error occurred while saving the comment Jane Skinner
commented
Auto-Save is horrible, & makes an utter nonsense of the history & notes. It is IMPERATIVE to have an option to turn this off.
Microsoft have this as an option for word & excel, so it is clearly possible to do.
This definitely needs to be implemented before we are forced to move to the awful new invoicing programme.Jane Skinner
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345 votesJane Skinner
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10 votes
This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.
Jane Skinner
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10 votesJane Skinner
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23 votesJane Skinner
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27 votesJane Skinner
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38 votesJane Skinner
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31 votesJane Skinner
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39 votesJane Skinner
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76 votesJane Skinner
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86 votesJane Skinner
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152 votesJane Skinner
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230 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Jane Skinner
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336 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Jane Skinner
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49 votesJane Skinner
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291 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Jane Skinner
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23 votesJane Skinner
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138 votesJane Skinner
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367 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Jane Skinner
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Just had a call from Xero, after adding comments to the case I had raised about this. She is raising a complaint for me, around the new invoicing issues, including autosave not being an option yet. Not sure this will have any impact, but it might be worth everyone raising individual cases & asking them to raise a complaint. Maybe if they get hundreds of complaints they will start to get the message about not releasing something that's inferior to what it's replacing!