Settings and activity
8 results found
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Gemma Sheed
supported this idea
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97 votes
An error occurred while saving the comment Gemma Sheed
supported this idea
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11 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
An error occurred while saving the comment Gemma Sheed
commented
This would be so helpful - once a client has decided reminders should be sent, this should relate to all prior invoices also.
Gemma Sheed
supported this idea
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194 votes
An error occurred while saving the comment Gemma Sheed
commented
This is crucial! Our clients and their customers are screaming out for this
Gemma Sheed
supported this idea
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292 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
An error occurred while saving the comment Gemma Sheed
commented
This is crucial! All the effort spent customizing invoices and statements and then the remittance doesn’t even match; very unprofessional looking
Gemma Sheed
supported this idea
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128 votes
An error occurred while saving the comment Gemma Sheed
commented
This is critical, absolutly pointless in uploading a template file if you then have to manually go through and add them to a group.
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210 votes
An error occurred while saving the comment Gemma Sheed
commented
Absolutly ridiculous to have to reupload a file that is already attached in the bills function.....
Gemma Sheed
supported this idea
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269 votes
So critical!! Manually entering is crazy