Settings and activity
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6 votes
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Clare Tayler
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9 votesClare Tayler
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401 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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…Clare Tayler
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65 votes
An error occurred while saving the comment Clare Tayler
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Please can you have a 'known as' box in the employee name details. So many people don't use their given first name day to day. E.g. workers from other countries, (e.g. China, Hong Kong, (who often choose to use an anglicised name), and others that use a shortened version of their name which does not begin with the same letter as their first name, (e.g. Catherine & Kate, Rebecca & Becky), or those who go by their second name.
Basically, this simple addition would save so much time searching for people in payroll, where the user basically has to know and remember to look for the individuals official names (which have to be used for HMRC purposes) in the employee list.
Not having this feature could easily lead to errors in adjusting the wrong (but similarly surnamed) employee.Clare Tayler
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31 votes
An error occurred while saving the comment Clare Tayler
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Yes please! I have to change the order every time I go into an account this way, as who really wants to look at transactions from years ago! If I'm looking at the account it's because I'm looking for recent transactions. Please can you change the default to be recent transactions first, it would be much more intuitive and save lots of time and frustration! Thank You!
Clare Tayler
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This used to work in Classic Invoicing, but no longer does.
In our email template for sending out Invoices the email subject reads:
"RE: [Reference] - [Month] Invoice [Invoice Number] from [Company Name]"
In 'Classic Invoicing' this placeholder picked up the month of the invoice date, so if I emailed a Feb invoice on 1st March, it would say 'February Invoice'. This has been lost with Classic Invoicing, and now says it is a March Invoice instead. We are by far the only company to send month end invoices out after the invoice date - incredibly frustrating that this is another backwards step. Please update ASAP.