Settings and activity
15 results found
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486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
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Dave Humphrys
commented
Totally agree - stock control to the purchasing manager - its is so pointless not having this function
Dave Humphrys
supported this idea
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299 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Dave Humphrys
commented
Such a basic requirement of a system in a business and is still not there.
An error occurred while saving the comment Dave Humphrys
commented
This is a must at a basic level of operation, with out we can not grow our company. It is limiting what we do.
After 12 years of asking on here I am looking for an alternative system.
This should not be an add on feature - it a a base requirement
Dave Humphrys
supported this idea
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597 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment Dave Humphrys
commented
Kelly, please provide a time sacle for this to be implemented - 12 plus years is a bit of a wait.
Thank you
An error occurred while saving the comment Dave Humphrys
commented
I saw this on the old comment / forum that was "removed" and this “new” thread had to be created. this is a real mess; I would not recommend Xero to anyone who was not a single person in their own company. - I Own my own company and employ sales and manufacturing staff. - I cannot let sales see the bank accounts even thought I opened a separate account so that wages etc... could be put there, I cannot let sales add stock, as stock becomes available. I can’t let production purchase stock and add it to Xero or work with the payments of these. - This is product keeps having pointless makeovers and changes and no functional use apart from upsetting us when we get used to doing something one way and then they change it and we need to learn and equally difficult pointless change ( Back button on paid bills to get to awaiting payment to now where you have to start new every time. – Why—why!)
Dave Humphrys
supported this idea
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317 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment Dave Humphrys
commented
After 10 plus years of asking - this is the best we can hope for! - This is wilfully arrogant .
Dave Humphrys
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44 votesDave Humphrys
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90 votesDave Humphrys
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46 votesDave Humphrys
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23 votesDave Humphrys
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33 votesDave Humphrys
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38 votesDave Humphrys
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56 votesDave Humphrys
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166 votesDave Humphrys
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238 votesDave Humphrys
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360 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Dave Humphrys
supported this idea
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635 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
Dave Humphrys
supported this idea
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Xero keeps pushing JAX the AI tool that is new technology and yet User role has been asked for decade has not been implemented. Why would I even consider setting up and using the online bill payments if I can not restrict which users can do this. - pointless really.