Settings and activity
13 results found
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
Jillian Shedden
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446 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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…Jillian Shedden
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40 votesJillian Shedden
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595 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…
Jillian Shedden
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452 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Jillian Shedden
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218 votes
Hey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.
Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.
We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂
Jillian Shedden
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23 votesJillian Shedden
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134 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
An error occurred while saving the comment An error occurred while saving the comment Jillian Shedden
commented
There needs to be more levels of access available in Payroll. By making someone a 'Payroll Admin' (currently the only option to access payroll), they have access to everything. My preference would be to have different levels of access / permissions. In particular setting the access to the payroll calendars. We have 3 calendars setup = Monthly, Weekly, and Part Time Weekly. For example, I need some users to be able to administer the Part time payroll only. Currently this open access to all areas of payroll creates a big problem with confidentiality.
Jillian Shedden
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78 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
An error occurred while saving the comment Jillian Shedden
commented
This request keeps coming up in different guises, see 'User Permissions - Access to reconcile without viewing balances' & many, many threads in the Payroll section.
Kelly or any Xero Admins, are you going to give us any indication if user permissions are going to have any more options? This is now limiting my business as there are tasks I should have my team doing, such as weekly payroll without seeing monthly payroll, but there is no option at all for payroll, it's either Yes or No to payroll.
Some feedback would be appreciated as to whether this is going to be looked at by Xero. Payroll in particular. -
314 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…
Jillian Shedden
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31 votesJillian Shedden
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211 votes
Hi community, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details with us through the form here.
There are only a limited numbers of spaces so sign up as soon as you can. 😊
Jillian Shedden
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38 votesJillian Shedden
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An error occurred while saving the comment Jillian Shedden
commented
Agree with above, I have users who need to be able to raise purchase orders but I do not want them to see all purchase invoices or view the unpaid bills balance.
Similar to the Business and Accounting setup, we need the ability to select sections of the payroll for the different user types.
The current settings available in Business & Accounting are:
Invoice Only / Standard / Advisor / Read Only
In payroll we have only one option. For confidentiality reasons, this is not practical at all. My suggestions for user roles would be:
Timesheets Only - user can process payroll with restricted views: change hours, add overtime, make deductions and add holiday requests - all of these would need to be approved by another user.
Standard - user can process payroll, can make changes to limited sections of the employee details. Cannot make changes to rates of pay, payroll settings.
Advisor - full access, as is standard now.
Read Only -
I see on another post recently that Xero don't have any plans for user roles, I would ask Xero to reconsider this for payroll. Please!