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  1. Practice tools | Staff - user role templates for bulk assignment

    19 votes

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    4 comments  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.

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    Kerri Borg commented  · 

    Please prioritise this functionality - it is really time consuming to maintain when you have a lot of users and even adding one new staff member is tedious to get the permissions correctly selected with consistency across the team.

  2. Workpapers - Ability to lock review point

    9 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Kerri Borg commented  · 

    This is potentially a major risk management issue. Xero please address as a priority - at the very least include what was changed in the history audit trail and by which user.

    Kerri Borg supported this idea  · 

  3. Workpapers - Integrate with the Xero trial balance

    97 votes

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    In development  ·  8 comments  ·  Practice tools  ·  Admin →
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    Kerri Borg supported this idea  · 

  4. Invoicing - Customers to pay deposits on invoices

    506 votes

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    207 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.

    Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.

    I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!

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    Kerri Borg commented  · 

    This is an important feature to enable automatic calculation of deposit amounts (eg 50% of amount quoted) and also have the Pay Now function give you the option to pay the agreed deposit amount of the full amount. Please fast track this feature! For some of our clients using Xero, this is a critical function so I've marked it as such.