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43 results found
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399 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…An error occurred while saving the comment 
Jane Skinner
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683 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.
Jane Skinner
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307 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…
An error occurred while saving the comment Jane Skinner
commented
Hi Kelly
It's over 2 years since your last update on this ESSENTIAL REQUIREMENT. Please give us another update & maybe your programmers need a kick up the backside to actually start actioning some of these requests.
Responses from Xero are just pathetic.Jane Skinner
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1,238 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment Jane Skinner
commented
Hi Kelly
Please can we have an update on this ESSENTIAL feature. It doesn't make sense that you say it requires a "complex solution", as this is available for purchase orders. Surely the programmers can just copy the coding across?
I'm puzzled as to what Xero programmers actually do all day, as they are certainly not producing solutions for extremely urgently needed "features" that have hundreds, if not thousands, of votes.Please, PLEASE have the courtesy to update us with a date for this.
Jane Skinner
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An error occurred while saving the comment Jane Skinner
commented
Urgently need the ability to have multiple delivery addresses for a customer. Have asked previously, but that thread (& the 100's of comments) seems to have disappeared!
Xero, please spend time on this rather than other updates which we don't like. -
34 votesJane Skinner
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312 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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433 votes
An error occurred while saving the comment Jane Skinner
commented
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!
An error occurred while saving the comment Jane Skinner
commented
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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369 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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25 votesJane Skinner
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29 votesJane Skinner
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39 votesJane Skinner
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32 votesJane Skinner
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41 votesJane Skinner
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82 votesJane Skinner
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88 votesJane Skinner
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157 votesJane Skinner
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241 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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350 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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Hi Kelly
We really need an update on progress for this. The lack of options for users means that businesses are either in breach of GDPR (data protection issues), which is a serious matter, or senior staff are having to perform tasks that should be completed by more junior staff.
I've seen a prototype of possible options, which looked great, but that was getting on for 2 years ago now. I really can't believe that your programmers are this inept & inefficient at updating software. Other providers have this as standard, so clearly it's possible.
There are various versions of this "idea", overall the votes are into the thousands, so clearly it is something that Xero customers need & want urgently.
Please get your programmers on the case so this can be implemented ASAP & in the meantime give us an update on the situation as it stands now.
The lack of updates on any of these "ideas" is rude, frustrating & makes us as customers realise that Xero doesn't care about their customers.