Settings and activity
3 results found
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136 votes
Rupal Shah
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Rupal Shah
commented
This is so critical for our business. We are a small business and require confidentiality over some nominal codes, contacts etc. At the moment everyone can see almost everything.
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25 votes
Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.
From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.
For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.
I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.
We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.
Rupal Shah
supported this idea
·
An error occurred while saving the comment Rupal Shah
commented
We are actually looking at other software providers. This security feature is critical for us - whilst you can restrict running reports people in my organisation get visibility to confidential information.
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355 votes
Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.
We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.
I’ll return to share as work on customer reporting is picked up and progresses. Thanks
An error occurred while saving the comment Rupal Shah
commented
How long do Xero take before they action and idea?
Rupal Shah
supported this idea
·
An error occurred while saving the comment Rupal Shah
commented
Xero's capability to run effective credit control is really limited. The reporting is so limited other than the standard Receiveables report.
You cannot compare payment trends for clients, this is critical when trying to complete customer analysis and look at trends.
This issue comes up in so much and has been open for so many years, and it has still not been addressed by Xero. It causes so many work arounds & issues with segregation of duties. I would advise new or prospect users against selecting Xero as it's accounting package.