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1. Reporting - Automatic generation and emailing of reports

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   565 votes

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   181 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

   We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

   Alayne Clancy supported this idea  ·  15 May, 2023

2. User Role - Restrict access to individual bank accounts

   436 votes

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   217 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to… more

   Alayne Clancy supported this idea  ·  15 May, 2023

3. Bank Rules - Copy Bank Rules

   106 votes

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   submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Alayne Clancy commented  ·  22 April, 2022  ·  Edit…  ·  delete…

   We still need this because different accounts put data in different fields. Example: transaction account puts data into description and credit card puts it into payee. Therefore I need to duplicate all rules and tweak the conditions by account

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