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6 results found

  1. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    254 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neisa Reid commented  · 

    Yes this would be ideal in keepiing everything together. or if we could at least link the recopnciliation to the uploaded files.

    Neisa Reid supported this idea  · 

  2. Bank Reconciliation - Add notes and attachments when reconciling

    4 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Neisa Reid supported this idea  · 

  3. Bank Feed - Ability to manually 'Get statements'

    16 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neisa Reid supported this idea  · 

  4. Bank Reconciliation: Cash Coding - Bank Transfers

    156 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neisa Reid supported this idea  · 

  5. Inventory - Bundle multiple products together within tracked inventory

    120 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, pleased to share another update as progress moves along in this space.

    We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.

    With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️

    While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!

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    Neisa Reid commented  · 

    This would be very useful whether tracked or untracked. We provide services and it makes a very longwinded invoice when you have to list all those services out individually when you could just say you have this package that includes these services and still get the detailed reporting for your costings and usage.

    Neisa Reid supported this idea  · 

  6. User Role - Restrict access to individual bank accounts

    521 votes

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    258 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Neisa Reid commented  · 

    I don't understand the "submitted Mar2022" when you can see it has been a topic of discussion with Xero from Nov2013!!

    Come on guys its now coming to 10 years!!

    Neisa Reid supported this idea  · 
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    Neisa Reid commented  · 

    I already have 1 client that has made his intention to move as they are growing and want to pass on tasks to other staff members but cannot do so as they do not want them having access to the bank. They have asked about this feature from they became xero users 5 years ago and is now fed up of waiting.

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    Neisa Reid commented  · 

    Have the ability to stop staff from seeing the banking dashboard as a stand alone option. Some staff need high access to be able to do certain tasks but they dont necessarily need to see the banking dashboard or the managers dont wish them to see this information on how much is actually in the bank.