Settings and activity

8 results found

1. Bank Rules - Account Description from Statement Description

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   submitted  ·  25 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   PY Ng supported this idea  ·  25 July, 2022

2. Invoices - Permanently delete invoices.

   178 votes

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   submitted  ·  27 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   PY Ng supported this idea  ·  01 July, 2022

3. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

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   92 votes

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   submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   PY Ng supported this idea  ·  01 July, 2022

4. User Role - Restrict access to specific Tracking categories

   53 votes

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   submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   PY Ng supported this idea  ·  28 June, 2022

5. Invoices - Unapprove option

   494 votes

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

   PY Ng supported this idea  ·  28 June, 2022

6. User Role - Restrict access to specific Settings

   437 votes

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   239 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
   We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

   PY Ng supported this idea  ·  28 June, 2022

7. User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips

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   submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   PY Ng supported this idea  ·  28 June, 2022

8. User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user

   33 votes

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   submitted  ·  8 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   PY Ng supported this idea  ·  28 June, 2022