Settings and activity
6 results found
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86 votes
An error occurred while saving the comment An error occurred while saving the comment 
Les Harvey
commented
A request to add "Files - Bulk export/print attached files" to product development has been accepted, albeit without a timeline. This fuinction is much more important as it is a key day to day internal control to reduce the likelihood of being scammed.
What is needed for this to move to the Development queue?
An error occurred while saving the comment Les Harvey
commented
No feedback from Xero HQ, is this even on their WIP list? If not it certainly should be.
An error occurred while saving the comment Les Harvey
commented
This point has been round for at least two years and still no action. However it is a critical internal control for any business that has a non-owner admin (and even in some those cases).
An error occurred while saving the comment Les Harvey
commented
Would be a very useful feature.
The issue for me is that clients would like a couple of nominated staff, eg the subscriber, to be made aware whenever a bank account is changed. This is an internal control process we need to introduce due to the prevalence of fraudulent bank account scams.
This facility is available in payroll, why isn't there something similar in Accounts Payable?Les Harvey
supported this idea
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145 votes
Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.
While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.
An error occurred while saving the comment Les Harvey
commented
A request to add "Files - Bulk export/print attached files" to product development has been accepted, albeit without a timeline. This function is much more important as it is a key day to day internal control to reduce the likelihood of being scammed.
What is needed for this to move to the Development queue?
An error occurred while saving the comment Les Harvey
commented
I've been chasing for some years. Maybe if Xero used their own product to run one of their own businesses it would be higher up the priority list!
An error occurred while saving the comment Les Harvey
commented
This is a key control and protectiion, I really don't know why Xero haven't implemented it despite much support for it
An error occurred while saving the comment Les Harvey
commented
Hello,
I have previously raised a request that an alert be sent our when a bank accout is changed. This is an internal control process is needed due to the prevalence of fraudulent bank account scams.
This facility is available in payroll, when will it be available in Contacts / AP?
The lack of this feature is a serious disadvantage for Xero.
Regards, Les
Les Harvey
supported this idea
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183 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.
An error occurred while saving the comment Les Harvey
commented
Hello,
I have previously raised a request that an alert be sent our when a bank accout is changed. This is an internal control process is needed due to the prevalence of fraudulent bank account scams.
This facility is available in payroll, when will something similar in Accounts Payable?
Regards, Les
Les Harvey
supported this idea
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249 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
An error occurred while saving the comment Les Harvey
commented
This feature would make Xero much more effective across multiple related entities.
Les Harvey
supported this idea
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654 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Les Harvey
commented
Agree, should be basic feature
Les Harvey
supported this idea
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42 votesLes Harvey
supported this idea
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Do Xero's competitors, eg MYOB, QuickBooks or SAe have this functionality?