Settings and activity
54 results found
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34 votes
Roldan Lacno
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11 votesRoldan Lacno
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66 votesRoldan Lacno
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66 votesRoldan Lacno
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17 votesRoldan Lacno
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360 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…Roldan Lacno
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38 votes
Hi everyone, appreciate we haven't engaged directly in this idea sooner and reading through the detail of the original post here we do want to break this down a little to provide more clarity.
It's correct that currently it's not possible to enter a number of hours leave if the request spans more than a day. We have another idea that's gathering support around this and we'd urge those interested in this to join.
Similarly, we have another idea based around the permission to approve or decline leave request and provide read-only access to Payroll reports that you can support, here.
Understanding the importance around being able to see history of events in payroll, you may have noticed we've rolled out payroll history to the employee record-level and most recently you can now see a history of user activity in the Organisation, Calendars, Pay Items, Superannuation & STP Settings…
Roldan Lacno
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165 votesRoldan Lacno
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95 votesRoldan Lacno
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34 votesRoldan Lacno
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12 votesRoldan Lacno
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20 votesRoldan Lacno
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17 votesRoldan Lacno
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2 votes
Hi Sean, interested to know if you're interested in this for just Sales invoices or would you be looking for similar in the Bills side of things too?
Roldan Lacno
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35 votesRoldan Lacno
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38 votesRoldan Lacno
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3 votes
Thanks for the confirmation Prashant.
Although not a direct solution right now, you may be aware that Stripe (one of our providers) has automated capability you can set up like you've described for automated matching.
Alternatively, if your payment provider takes a set % of the total sale then with a rule you could proportionally split a transaction.
You'll see this option at step 3. of creating a bank rule.
Roldan Lacno
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6 votes
Hi Faris, generally as a bill is received prior to payment so currently it's expected that the bill would already exist in Xero when reconciling.
Appreciate your example of where this could create efficiency and we'll get an idea of the support in this here. 🙂
In the meantime, depending on your type of sales you may find an integration in our App Store that could serve by automatically creating the transactions in Xero.
Roldan Lacno
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11 votesRoldan Lacno
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6 votesRoldan Lacno
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