Settings and activity
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391 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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…
Claudia Burgos
supported this idea
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127 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
An error occurred while saving the comment Claudia Burgos
supported this idea
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Search Box. Xero hasn't got a Search box like other softwares do which is most helpful. There should be a search box to be able to find a transaction by amount, description, name etc throughout the software. This is very useful if you are looking for one in particular transaction. At the moment you can do that from the Accounts Transaction but only under the bank reconciliation screen; however if you have several bank accounts and you are trying to find a specific transaction there isn't an all software button. I hope this is making sense. Happy to have a chat and show you exactly what I mean.