Settings and activity
34 results found
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9 votes
Helen MacGregor
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44 votesHelen MacGregor
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19 votesHelen MacGregor
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10 votesHelen MacGregor
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14 votesHelen MacGregor
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7 votesHelen MacGregor
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18 votesHelen MacGregor
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52 votesHelen MacGregor
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37 votesHelen MacGregor
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35 votesHelen MacGregor
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105 votesHelen MacGregor
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269 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…Helen MacGregor
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318 votes
An error occurred while saving the comment Helen MacGregor
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171 votes
An error occurred while saving the comment Helen MacGregor
commented
This time of year we're all off on our hols. Would be great to schedule payslips to send on the day, or day before, rather than having to send a week or so in advance.
Can't believe this is still not a thing!
Helen MacGregor
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404 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Helen MacGregor
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36 votesHelen MacGregor
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239 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Helen MacGregor
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
323 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Helen MacGregor
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192 votesHelen MacGregor
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25 votesHelen MacGregor
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Sales need to send quotes but accounts need to do everything else so 2 emails is essential.
Why is this not a thing? You change the invoice template which wasn't broken but simple things like this still remain untouched.