Settings and activity
25 results found
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512 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
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Darren Broadby
supported this idea
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9 votes
Thanks for raising this, Reshma. We understand the request for more flexible View Only permissions, so access could be limited to specific areas.
I’ve updated the status to Gaining Support so we can continue tracking community interest. What would you want to be able to include or exclude when setting up Viewer access?
Darren Broadby
supported this idea
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64 votes
Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
Darren Broadby
supported this idea
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103 votes
Thank you everyone, for sharing your feedback on the new invoice template editor.
While we hear your concerns, we don’t accept ideas asking us to remove a new feature or restore an old experience. That said we want to hear your feedback on how we can improve the new experience.
In relation to feedback on the invoice title - We've recently released an update in the Advanced section of the editor where you have multiple options for the Invoice title, a couple of preselections or the ability to set your own custom title.
I've linked some ideas started around changes users would like to see below, and encourage you to add your vote where of interest to you. This'll be highly valuable to the team and we'll be able to keep you updated on related changes
Darren Broadby
supported this idea
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89 votes
Hi community, I know it's been some time since our last update here. Though we're continuing to follow and track the interest in automatic calculation of wine equalisation tax within Xero, for the time being this isn't something we've planned.
As some may have received detail from our support team on there is a way we suggest you can record your WET liabilities and credits within Xero - See our post on this discussion for the detail. Alternatively, there are app partners you could explore on the Xero app store.
If there are any changes around this we will be back to share with you all on this idea.
Darren Broadby
supported this idea
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697 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Darren Broadby
commented
If uploaded files are not easily downloaded (without needing to open every invoice or bill separately) it's virtually impossible to have a paperless system as there's no alternate way of viewing or backing up - and given so many short comings of Xero and they are clearly not interested in any real issues raised - sadly the best option seems to leave Xero for a more practical platform.
Darren Broadby
supported this idea
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37 votesDarren Broadby
supported this idea
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43 votesDarren Broadby
supported this idea
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131 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
Darren Broadby
supported this idea
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120 votes
Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.
We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.
We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.
Darren Broadby
supported this idea
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50 votes
Hi everyone, we value the detail you've shared about why you need to combine Sales, Quotes, Invoices and Purchase Orders access without also exposing banking or bills.
We’re currently building a dedicated Purchase Orders Only role with options to view, create, edit and approve purchase order that'll help for those that have asked to enable users to raise and manage purchase orders while keeping them separate from broader Purchases access and sensitive bill information.
We recognise this is one part of the wider role flexibility you’re asking for, and we’ll continue to consider how Sales, Quotes and Invoices can be separated in future.
I'l come back to share once the Purchase order permission is fully released.
Darren Broadby
supported this idea
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60 votes
Hi team, we appreciate the interest in this idea and how having a record of changes to a users permissions would be helpful as an audit in your Xero organisation.
While this history event isn't in our immediate plans, we are closely considering how and what changes we record history for as we continue to develop parts of Xero.
For the time being we are continuing to keep a watchful eye on the support in this here, and I will make sure to share if there is any news of this for you all here.
Darren Broadby
supported this idea
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83 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.
Darren Broadby
supported this idea
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201 votesDarren Broadby
supported this idea
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544 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Darren Broadby
supported this idea
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353 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Darren Broadby
supported this idea
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36 votes
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503 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…
Darren Broadby
supported this idea
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48 votes
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264 votes
Hi everyone, thanks for all your support here. We recognise the importance of notifying the right people when bank account details change, and how this would help businesses strengthen their checks and reduce fraud risk.
While this work isn’t directly on the roadmap just yet, this idea is on our radar, and we’re looking to explore it further to ensure we’re covering the ground needed for a smooth customer experience.
We appreciate everyone who's shared feedback and examples, as they help us better understand the impact this'd have in practice.
We've been asking for this for over 6 years, and to get a "response" from the "Community Manager" just 10 months ago to say they are researching but still nothing has changed (except things that don't matter) shows contempt for businesses that use Xero. Research isn't needed - action to provide granular user access is critical - basic stuff overlooked and ignored for far too long. What is the date for this to happen???