Settings and activity
7 results found
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6 votes
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Simon Halliwell
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20 votes
Hi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.
Simon Halliwell
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6 votesSimon Halliwell
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19 votesSimon Halliwell
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219 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Simon Halliwell
commented
This is critical for a larger business. If your weekly creditors run into millions its unlikely that the invoices you need to pay are on one page. Sort it out Xero!!
Simon Halliwell
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43 votesSimon Halliwell
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84 votes
I'm excited to share a major update that addresses this feedback directly. At Xerocon in September 2025, we announced a new strategic partnership with BGL, a leader in compliance and practice software. Together, we are building a new, deeply integrated Workpapers solution that will be embedded directly within Xero Practice Manager (XPM) and Xero Tax. This new solution is central to our compliance and practice tools roadmap and is designed to provide a seamless experience, leveraging BGL’s expertise in document management. We are pleased to confirm that the ability to add, rename, and reorder supporting documents is a key feature of this new BGL-powered Workpapers solution. This functionality is already available in BGL’s core product, which forms the foundation of our new offering. This means you'll soon have the flexibility to organize your documents as you work, without the frustrating workarounds you've mentioned.The new solution will also enable direct data…
Simon Halliwell
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I am really surprised that this isn't already in place. For any practice with more than 1 person in it its really quite difficult to understand if someone has created a draft bill and its still draft or if its ready to be approved. We have 15 staff so its pure guess work and a big list of draft invoices