Settings and activity

12 results found

1. Batch payments - Ability to include credit notes

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   submitted  ·  54 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Rachel Coldicott supported this idea  ·  16 August, 2023

2. Bills - Flag a Bill as 'in dispute / query'

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   190 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

   Rachel Coldicott supported this idea  ·  16 August, 2023

3. Bills: Batch Payments - Batch pay multiple foreign currency bills

   257 votes

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   submitted  ·  130 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Rachel Coldicott commented  ·  16 August, 2023  ·  Edit…  ·  delete…

   This missing function causes additional work for the team

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   Rachel Coldicott supported this idea  ·  16 August, 2023

4. Audit Trail Report

   350 votes

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   submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Rachel Coldicott supported this idea  ·  22 April, 2023

5. User Roles - Purchase order only access

   78 votes

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   submitted  ·  18 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Rachel Coldicott commented  ·  22 April, 2023  ·  Edit…  ·  delete…

   This is critical due to segregation of duty issues raised by auditors, also not having the ability to restrict access allows for potential distribution of sensitive data.

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6. User Role - Restrict access to specific Settings

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   182 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

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   Rachel Coldicott commented  ·  21 January, 2023  ·  Edit…  ·  delete…

   I need to give access to raise Purchase orders and copy purchase order to draft bills only, as we have sensitive purchases that should not be viewable to all. Unfortunately Xero is almost a free for all with the access options, which is troubling and makes me hesitate to give access to others.

   This is a critical update, as it is holding back decisions on how much we use other Xero functionality in our Business.

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   Rachel Coldicott supported this idea  ·  21 January, 2023

7. Invoices/Bills - Feature to 'write off' as bad debt

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   13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

   Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

   We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

   Rachel Coldicott supported this idea  ·  31 August, 2022

8. User Access - Restrict Invoice only role to Customer list

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   submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Rachel Coldicott supported this idea  ·  31 August, 2022

9. User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user

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   submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Rachel Coldicott supported this idea  ·  31 August, 2022

10. User Role: Quotes access only

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    submitted  ·  18 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Rachel Coldicott supported this idea  ·  31 August, 2022

11. User role permission: Invoice Only Purchases - Assign user to see bills paid

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Rachel Coldicott supported this idea  ·  31 August, 2022

12. Contacts - Allow multiple addresses for a single contact record

    968 votes

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    293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

    Rachel Coldicott supported this idea  ·  31 August, 2022