Settings and activity
11 results found
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420 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…An error occurred while saving the comment An error occurred while saving the comment 
Louise Birnie
commented
Any development on this yet!?! I desperately need to give team members access to features within Xero without them being able to see confidential information in payroll or financial reports. This is a must have for financial teams!!
For example I should be able to give my team access to do manual tasks such as entering employee timesheets without them accessing employees wages and HR profiles.An error occurred while saving the comment Louise Birnie
commented
Critical! I would like to be able to give an admin access to add in timesheets for staff but not access all of the payroll and personal details. We receive manual timesheets for offshore staff and currently only I can add their timesheets because I don't want admin staff to be able to view salaries!
Similarly I would like to give various people in the business as we grow access to PO's, Quotes etc without being able to view ALL of the sensitive business financials!
Louise Birnie
supported this idea
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344 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Louise Birnie
supported this idea
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61 votes
Hiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
An error occurred while saving the comment Louise Birnie
commented
Hi Kelly, I've just looked for both of these functions and you can only create an employee group using the tracking categories which are already limited to TWO!!
I already use both tracking categories for other reports in the system.Can you PLEASE update so either payroll groups are a separate function or allow this report to be selected on multiple employees.
Louise Birnie
supported this idea
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98 votes
An error occurred while saving the comment Louise Birnie
commented
I've just went looking to set up employee groups for the first time and I can't believe this is part of the LIMITED TWO tracking categories available!!!
How is this not a separate payroll function!?
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19 votes
An error occurred while saving the comment Louise Birnie
commented
I would like to be able to give an admin access to add in timesheets for staff but not access all of the payroll and personal details. We receive manual timesheets for offshore staff and currently only I can add their timesheets because I don't want admin staff to be able to view salaries!
Louise Birnie
supported this idea
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152 votesLouise Birnie
supported this idea
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1,167 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Louise Birnie
commented
Hi. I'll be honest with you, I would much rather prefer the Dispute/ Query function than an improved bill list view!! How is an approved list view more important than this which can lead to incorrect bills being paid and manual time consuming reviews to ensure they are not! Wish Xero would actually focus on important functionality and understand the daily needs of finance departments. So fed up with Xero not making actual improvements and just making it look "prettier"
Louise Birnie
supported this idea
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122 votes
An error occurred while saving the comment Louise Birnie
commented
this is wasting us an unnecessary amount of valuable time to archive our projects from last financial year. This needs updated now!
Louise Birnie
supported this idea
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An error occurred while saving the comment Louise Birnie
commented
Please add this function! Archiving one by one takes so much time!!
This will help keep our categories list so much cleaner!! -
15 votesLouise Birnie
supported this idea
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484 votesLouise Birnie
supported this idea
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10 votesLouise Birnie
shared this idea
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Ridiculous that this hasn't been actioned by Xero yet.
The current set up puts so much limitation and risk on businesses.
This is crucial to operations and finance and just goes to show that xero have very little understanding of such things and obviously do not care at all about their customers and the system they are providing.