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  1. Staff Report - Client & organisation access

    28 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the engagement through this idea about managing staff access.

    To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:

    1. Linked to active clients
    2. Linked to archived clients
    3. Owned by the practice

    We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks

    An error occurred while saving the comment
    Alex Hunt commented  · 

    Agreed - where staff leave it's very difficult to ensure that the Xero access transfers to new staff - manually having to check hundreds or more logins to determine who has access is not efficient.
    A list showing who has what access to clients that can be exported to Excel would be ideal.

    Alex Hunt supported this idea  · 

  2. Bank Reconciliation: Search for transactions across all accounts

    247 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    Alex Hunt supported this idea  · 

  3. Xero HQ | Reporting - Bank feeds per client

    5 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Alex Hunt shared this idea  · 

  4. Hubdoc - Convert bank statement to csv file

    299 votes

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    55 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  Dana A responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Alex Hunt supported this idea  ·