Settings and activity
377 results found
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5 votes
Paul Howlett
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5 votesPaul Howlett
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43 votes
Thank you all for sharing your feedback here on your needs for read-only access across Xero. We appreciate this would be especially useful for auditors and other reviewers.
Our product teams are giving this need close consideration as they continue developing permissions across Xero.
While it isn’t currently in the delivery pipeline, we’ll share any updates as this work evolves.
Paul Howlett
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12 votesPaul Howlett
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11 votesPaul Howlett
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106 votesPaul Howlett
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15 votesPaul Howlett
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19 votes
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
Paul Howlett
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141 votes
Thanks for continuing to explain how the current all or nothing Payroll Admin access affects your teams. We’re now developing more granular payroll permissions, starting with separate View, Edit and Approve Timesheets access so timesheet tasks can be delegated without exposing the wider payroll area.
While the current work is focused on Timesheets access directly we recognise there are other sensitive areas within payroll that you'd like more incremental access to and we'll continue to consider these as our development of permissions evolves.
I'll come back to share when these Timesheets options are live!
Paul Howlett
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5 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Paul Howlett
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34 votesPaul Howlett
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11 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and have updated the status to Gaining Support. It's now up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
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451 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Paul Howlett
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15 votes
Hi everyone, thanks for all the engagement and feedback so far. It has been awhile since this was raised, so we just wanted to refresh the status of this idea.
We understand you’re looking for a quicker way to pull details from bank statement lines directly into transaction descriptions, so you can reduce manual typing during reconciliation.
At the moment, statement line details can be copied into transactions using standard copy and paste, and for repeat transactions, Bank Rules can also help automatically bring through key fields like payee and reference into the description.
We’ll continue to track feedback and interest from the community for this idea.
Paul Howlett
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7 votes
An error occurred while saving the comment Paul Howlett
commented
I've resorted to saving a custom depreciation report and ticking the 'make default' box for every new client, just for the depreciation reports to actually be usable...
Paul Howlett
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9 votes
Hey team thanks for raising this Idea around sorting order of client names. We are moving this to Gaining Support, but we want to let you know that in the Client list you can still search for clients using the last name, this will pull all the clients wiht that particular last name in the search results. You can now share this idea wiht friends and colleagues and encourage them to vote and comment. Thanks again for bringing this to our attention.
Paul Howlett
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19 votesPaul Howlett
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192 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Paul Howlett
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17 votesPaul Howlett
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3 votesPaul Howlett
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Xero has basically said "no" in one of the other threads.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45438514-new-invoicing-select-default-for-approve-butto