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23 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Jean Sutherland
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19 votesJean Sutherland
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27 votesJean Sutherland
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3 votesJean Sutherland
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10 votesJean Sutherland
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5 votesJean Sutherland
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2 votesJean Sutherland
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12 votesJean Sutherland
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64 votesJean Sutherland
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11 votes
An error occurred while saving the comment Jean Sutherland
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37 votesJean Sutherland
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61 votes
An error occurred while saving the comment Jean Sutherland
commented
When the reusable contacts was implemented Xero advised there would be a tool released to merge the existing duplicates. When is this likely to be released?
Jean Sutherland
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91 votesJean Sutherland
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5 votesJean Sutherland
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40 votesJean Sutherland
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35 votesJean Sutherland
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An error occurred while saving the comment Jean Sutherland
commented
It would be great is there was a field that showed when a bank rule was last applied to a transaction. And then to have the ability to sort them in the order of when they were last used.
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35 votesJean Sutherland
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29 votes
An error occurred while saving the comment Jean Sutherland
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This would be very useful. Currently have to download the file to be able to copy the information.
Jean Sutherland
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28 votes
An error occurred while saving the comment Jean Sutherland
commented
I would like to see this plus staff access rights reporting. It is very time consuming having to go into each staff member to check.
Ideally there we could create staff access profiles so we can set up new staff using the appropriate profile rather than having to create each new staff member individually.
The profiles could also be used to bulk update staff access rights rather than editing each staff member individually.
Jean Sutherland
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160 votes
An error occurred while saving the comment Jean Sutherland
commented
Please add cash coding to the Starter plan It is available on the cashbook and Standard plans so why not Starter?
Jean Sutherland
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I recently spoke to a client who was scammed when an invoice emailed from a new supplier was intercepted and the bank account details changed on the pdf.
I tested a pdf Xero invoice and it is possible to do this.
Has any consideration been given to pdfs being able to be secured before sending? Or (and I don't know if this is possible) being able to secure certain fields e.g. the bank account appears in our template footer so can that area be secured?