Settings and activity
17 results found
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324 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.
Maria McAdam
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7 votes
An error occurred while saving the comment Maria McAdam
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353 votes
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…An error occurred while saving the comment Maria McAdam
commented
@Wendy Xing I'm surprised auditors are not jumping up and down about this. It's a huge risk to businesses. It seems that Xero is not designed to support businesses in their growth phase - either they grow (and allow additional users into Xero (risking their data/confidentiality)) or the owner/bookkeeper has to remain the sole authority on the accounts.
An error occurred while saving the comment Maria McAdam
commented
Need to be able to distribute tasks to staff without them accessing bank data!
Maria McAdam
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430 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 Maria McAdam
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@Ethan depends on the size of your business, but this is a good start: https://arielle.com.au/best-accounting-software-for-small-business/
My personal preference is QuickBooks but it's expensive
An error occurred while saving the comment Maria McAdam
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@Tzippy, that's an idea worth exploring thank you - we are so frustrated with the inefficiencies of being unable to assign basic work to staff. Since Xero indicates no intent to make Xero more user-friendly for businesses larger than just one or two people, cashbook might be the way to go.
An error occurred while saving the comment Maria McAdam
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I agree wholeheartedly with Carol. When I am asked my opinion on Xero I advise it's great for a one or two man business, but unfortunately struggles to grow with a business - due to the inflexibility of user level access. When our business changed over 7 years ago, we were much smaller and this inflexibility was not a problem, but now it means I am unable to delegate aspects of my work without allowing access to sensitive information.
Maria McAdam
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An error occurred while saving the comment Maria McAdam
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@Jamie Foale QuickBooks allows very granular permissions - you can decide exactly what your roles are and what each role can see. Despite the pain of changing again I'm preparing our business to go back to QuickBooks. Unfortunately Xero is not positioning itself to grow as its clients grow,and we've outgrown it.
An error occurred while saving the comment Maria McAdam
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I have an employee who attends to accounts payables for her area (pay bills and send remittances). This used to be possible through "approve and pay (sales and purchases)". Some update over the last few months means that now sending remittances is only possible with full access to all bank accounts, which means she can see payroll transactions and information that is outside of her area.
An error occurred while saving the comment Maria McAdam
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I'll be on leave and need to train an employee to reconcile our main operating bank account in my absence, but not see the remaining financial picture of the business.
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823 votes
An error occurred while saving the comment Maria McAdam
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This is the perfect place to store employment contracts (required by law / as best practice) while retaining privacy. Adding this functionality would be brilliant
Maria McAdam
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217 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
An error occurred while saving the comment Maria McAdam
commented
Whenever anyone asks my experience of Xero, I tell them that it's great for single business owners / single bookkeepers, but has serious shortcomings when it comes to distributed roles. Until Xero fixes the really basic requirements of different users being able to access only "their" areas of Xero, I steer people away from it. Unsure why accounting firms continue to recommend it, knowing of these serious shortcomings.
An error occurred while saving the comment Maria McAdam
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I've been in touch with xero support on this - Tori kindly replied : The only action I can do here is pass on your feedback to our Product team. I've had a look at the votes and comments on Xero Product Ideas and I can see the frustration from not only yourself but other users of Xero.
Of course the difficulty is that Xero is ideal for small business owners but unable to cope with workforce segmentation eg with A/R / A/P roles requiring access only to aspects of Xero specific to their areas (eg reporting, not bank recons).
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143 votes
An error occurred while saving the comment Maria McAdam
commented
You can appreciate that as businesses get bigger (thanks in part to Xero) the inflexibility to allocate users to "siloed areas" within Xero becomes a limiting factor.
So an employee dealing with payables or receivables cannot run reports specific to their area (eg to chase up outstanding invoices)) without also having access to the bank accounts, which is unworkable for a business.
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20 votes
An error occurred while saving the comment Maria McAdam
commented
Not exactly the same, but related to this, a manager needs to be able to run timesheet reports but without having access to all other reports or payroll.
Maria McAdam
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45 votesMaria McAdam
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16 votesMaria McAdam
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7 votes
An error occurred while saving the comment Maria McAdam
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I set up an aba file for batch payments of payroll (Xero Aus), which then can be imported into the bank account (same as I do for bills). See attached, once you have posted the payroll this option is available to you.
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659 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Maria McAdam
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176 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Maria McAdam
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332 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
An error occurred while saving the comment Maria McAdam
commented
It's possible to record a part payment on an invoice through the invoice (but not through the bank reconciliation area). This can then be reconciled.
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28 votes
An error occurred while saving the comment Maria McAdam
commented
Increasing the placeholders available would allow customising the remittance email. Placeholder info available for remittance advices are limited to:
[Supplier Total], [Supplier Total Without Currency], [Contact Name], [Contact First Name], [Contact Last Name], [Currency Symbol], [Currency Code], [Trading Name].However placeholders in invoices include: [Amount Due], [Due Date], [Invoice Number], [Invoice Total], [Online Invoice Link], [Reference], [Amount Due Without Currency], [Invoice Total Without Currency], [Month], [Year], [Month Year], [Week], [Week Year], [Contact Name], [Contact First Name], [Contact Last Name], [Currency Symbol], [Currency Code], [Trading Name].
If supplier remittances could include Bill Number / Bill total or even Bill reference this would allow these fields for the Xero user to assist with clarity on remittance advices.
Maria McAdam
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167 votesMaria McAdam
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178 votesMaria McAdam
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This is not yet critical to our organisation as we are an association, but anticipate it will become very important since the February 2024 reporting of the WGEA data. Please xero, it can't be that hard to make this report for us!