Settings and activity
9 results found
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196 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…
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Lesley Christian
supported this idea
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An error occurred while saving the comment Lesley Christian
commented
It is imperative that Users entering payments for customer and suppliers have access to the very least an ageing analysis report to be able to chase any that are falling due soon or overdue.
I don't see why giving access to this report for those on the invoice only role is a problem. They are only viewing the information that they have entered and processed in Xero anyway. There is no need for bank account access for this one.
An error occurred while saving the comment Lesley Christian
commented
Definitely need more customisation with the User permissions and accessing reports.
Sensitive financial data needs to be secure with restricted access. Other data such as daily sales and purchasing data should be available to access for certain roles as a customisable option/tick box.
Access to reports should necessarily mean access to the bank and associated aspects of the business.
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123 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
An error occurred while saving the comment Lesley Christian
commented
This is a standard accounting report that is required.
I'm astounded that we have to use a workaround because the accounting software doesn't provide this. We have to export data to Excel and add a formula to calculate this average days to pay figure for us.
The Business Snapshop gives a snippet of average days to pay but it is not based on each customer invoice, it is across everything that you have outstanding in accounts receivable:
'How we calculate the average days
(Average accounts receivable / Sales) x Days in period'
This is a very generic piece of information and doesn't empower you to target any customers for persistently paying 'x' number of days past the invoice due date
Lesley Christian
supported this idea
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574 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
An error occurred while saving the comment Lesley Christian
commented
I completely agree! Why do we have to click next page when it could quite easily scroll. Such a simple idea and very powerful for bank reconciliation Sort and filter would also be helpful and speed up reconciliation too.
Please implement these ideas Xero.An error occurred while saving the comment Lesley Christian
commented
Why can't Xero mirror the functions of a bank account to filter by money in, money out, type of transaction, date of transaction etc.
Also the size of the window when selecting multiple transaction for a bulk payment is so inconveniently small - why does it need to be that small?
We receive a batch of customer DD payments each month that contain over 100 different customer payments. It takes a lot of effort to work with only 5 visible transactions at a time when you have over 100 payments to select to match to that DD payment.
You can't even expand the window to give a better view of the transactions to be selected. Why have multiple pages to click through when you can just have the ability to scroll up and down on a web page?!
It's even this window as well for commenting on the post it only give you 4 lines of visible text. There must be plenty of coding around for the software to be adjusted to allow windows to auto expand to fit text, or even manually expanded by the User.
More thought needs to be given to the limitations of Xero and how it can be improved to give a real life enhanced User experience rather than hindering the User.
It would be good to have an update on these requests and comments.
Lesley Christian
supported this idea
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920 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
An error occurred while saving the comment Lesley Christian
commented
What is stopping Xero from being able to do this?
In real world scenarios, sometimes supplier bills cannot be approved because they are incorrect. Sometimes suppliers make genuine mistakes and charge the incorrect price. We then have to dispute this with them and somehow have to track it to ensure that the wrong amount isn't paid.
Why shouldn't we expect that our accounting software can do this? That's where the bills awaiting payment are generated from.
It just makes a lot of common sense that this should have been a feature a long time ago.
Lesley Christian
supported this idea
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398 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
An error occurred while saving the comment Lesley Christian
commented
Yes, that's similar to what we do for a visual aid since Xero don't have a status and associated tab for disputed.
Also, like Debbie said if you don't approve the invoice then they don't appear in any ledgers. Doing it this way at least gives you correct ledger figures including the disputed amounts too.
Odd that this hasn't been thought about, although maybe Xero only work on textbook situations where an invoice never needs to be disputed!
Lesley Christian
supported this idea
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69 votesLesley Christian
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201 votesLesley Christian
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116 votesLesley Christian
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129 votes
An error occurred while saving the comment Lesley Christian
commented
We use Invoice only permissions for sales and purchasing for the staff entering the transactions.
Unsure why related reports aren't available already since other accounts systems offer limited reporting functionality.
For example access to a proper age analysis report for debtors and creditors rather than an awkward workaround using a contact smartlist.
Standard permissions provides far too much access to confidential data, and yet restricted access is far to restrictive.
The permissions need to be more customisable for each role rather than one types fits everyone.
Lesley Christian
supported this idea
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We changed over to Xero in April 2022 and discovered that this was also a major problem for us too.
Over the past year we have discovered there are so many 'missing' aspects from Xero that are fundamental to accounting roles and functions.
It is so time consuming having to generate reports for the staff that are processing the sales and purchase invoices because we can't give them their own access - unless we want them to have access the bank accounts (which is ridiculous).
I don't understand why Xero haven't realised this already. It's such an obvious and basic need for staff to be able to carry out their role fully.
If only Xero had done some research to find out if this is a requirement for the majority of businesses.
At 109 votes it seems pretty important, but how many votes are needed before it is seriously considered by Xero?
The fundamentals desperately need improving in Xero and seem to keep getting ignored whereas the cosmetic improvements that are not needed are being deployed freely - confusing?!