Settings and activity

5 results found

1. Tracking - Make mandatory / required

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   213 votes

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   submitted  ·  85 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Perry Cox supported this idea  ·  18 March, 2024

2. Manual Journals - Assign Contact name to journal

   195 votes

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   submitted  ·  87 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Perry Cox commented  ·  19 May, 2023  ·  Edit…  ·  delete…

   Really critical for us to track prepayment & accruals by supplier as we scale to get full picture of supplier spend

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   Perry Cox supported this idea  ·  19 May, 2023

3. Reporting - Ability to consolidate multiple Xero organisations

   220 votes

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   submitted  ·  81 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Perry Cox supported this idea  ·  30 September, 2022

4. User Role - Restrict access to specific Settings

   382 votes

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   221 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
   We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

   Perry Cox supported this idea  ·  07 September, 2022

5. Xero Expense - Assign Approver for multiple submitters

   260 votes

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   104 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.

   Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.

   Perry Cox supported this idea  ·  24 August, 2022