Settings and activity
15 results found
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333 votes
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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Heidi Westraadt
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73 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Heidi Westraadt
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9 votesHeidi Westraadt
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134 votesHeidi Westraadt
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2 votesHeidi Westraadt
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71 votesHeidi Westraadt
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13 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Heidi Westraadt
supported this idea
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245 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Heidi Westraadt
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1 voteHeidi Westraadt
shared this idea
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29 votesHeidi Westraadt
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620 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Heidi Westraadt
supported this idea
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…Heidi Westraadt
supported this idea
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968 votes
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.…
Heidi Westraadt
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100 votesHeidi Westraadt
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129 votes
An error occurred while saving the comment Heidi Westraadt
commented
The limitation in "tailoring" a user's accessibility / visibility is really a problem in the Business and Accounting sections.
The funciontality and accessibility gap between Invoice only and Standard roles is TOO big - it is almost all or nothing - and this structure does not work in a financial setup where one has to ensure segregation of duties to avoid junior staff from access to sensitive details or functionality on the system.
It also does not make sense that persons that capture invoices/bills cannot reconcile to the statements and see the Aged Payables/Receivables.
Come on XERO give us the FUNCTIONALITY that many other accouting systems give one as a standard function.Heidi Westraadt
supported this idea
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Provide a Petty Cash User Role- Allow a distinction to be made between what financial data Xero users can access beyond the standard user roles. There is a need to allow a receptionist/ junior staff member to manage petty cash on Xero.
One would like to select a single bank account eg Petty Cash Account and allow the user access to only that account and not the other company bank accounts to thus to prevent the user seeing sensitive financial information (ie salary entries paid from bank accounts) .
Xero access is very user unfriendly. This is frustrating as processing work could be delegated to junior staff but now has to be captured by senior staff that do have access to bank accounts.