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3 results found

  1. BNZ Direct Bank feeds - Add extra instructions during set up

    1 vote

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Michael Doo commented  · 

    Bit of prevention will save alot of time.

    Michael Doo shared this idea  · 

  2. User Role - Restrict access to individual bank accounts

    333 votes

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    175 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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    Michael Doo commented  · 

    Disappointing to see 10 yrs down the track that this issue is still around with no fix in sight. Xero business owners are constantly having to make a decision on protecting sensitive data from staff verses administrative functionality which shouldn't be the case if Xero user rights were more refined.

    Come on Xero how about addressing it.

  3. Bills - Add a second Reference field

    139 votes

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    submitted  ·  82 comments  ·  For small businesses » Business features  ·  Admin →
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    Michael Doo commented  · 

    So many clients are asking for this especially when they are using Specialist Job/Project management apps that are pushing bills to Xero. Nightmare in Xero to try and get any filtered reports sorted by Job and separate them from normal overhead bills. Adding job numbers to the single reference field provided which is already used for the Bill inv number is unworkable when you go to do searches and reports. This issue has been around since 2018 or earlier. If you expect Xero to be a class leader in Integrating with other Apps, this is a no brainer basic requirement for Accounts Payable management.

    Michael Doo supported this idea  ·