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  1. 43 votes

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    Rebecca Rotheram commented  · 

    As mentioned below its crazy that bills can be downloaded to CSV but payroll cannot. I therefore can upload my supplier bills into Barclays but I am struggling with payroll another manual task from using XERO.

    Rebecca Rotheram supported this idea  · 
  2. 330 votes

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    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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    Rebecca Rotheram commented  · 

    Any more updates on this please XERO? I continue to do admin tasks that I should be able to give to our admin staff to do but I can't without giving them full access to sensitive company information - its crazy how this isn't a priority.

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    Rebecca Rotheram commented  · 

    I'm looking at Sage Line 50 at the minute which seems like the logical step up from XERO it is more expensive you get what you pay for I guess but going to trial it next week.

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    Rebecca Rotheram commented  · 

    Basically Xero are currently spending a lot of time working on the 'look' of the software rather than the functionality. I'm very disappointed that after hiring an accounts admin I can't ask her to post journals otherwise she will have access to a lot of sensitive information. Doing month end accounting journals are part of a low level accountancy role. To have access to a whole host of information just to post a journal seems crazy to me. Yet again another work around needs to be done. She will just have to fill in a template for me to upload. Until xero work on this...

    Rebecca Rotheram supported this idea  · 
  3. 3 votes

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    Rebecca Rotheram commented  · 

    Hi Has this now been done? I can't figure out how to give my invoice only users access to the connected app function. Basically I want them access to business importer which will streamline a lot of processes.

    The app however is useless if I can't give anyone access without giving them access to very sensitive information

    Rebecca Rotheram supported this idea  · 
  4. 911 votes

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    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…

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    Rebecca Rotheram commented  · 

    Why has no one from XERO commented on this since Nov 2022? It is the third top suggestion in terms of votes. Comments weekly. What is the point in inputting suggestions if xero just ignores them.

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    Rebecca Rotheram commented  · 

    The sheer volume of comments and votes on this thread I am shocked that XERO is not looking at this. It is a basic accounts function

    A tick box to mark 'on hold'

    Rebecca Rotheram supported this idea  · 
  5. 398 votes

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    We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

    It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

    But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

    For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

    We'll continue to track…

    Rebecca Rotheram supported this idea  · 
  6. 31 votes

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    Rebecca Rotheram commented  · 

    I would like this feature for construction retention. Currently I am accruing the retention each month because the Gross should show in the P&L but if I could put retention to the B/S and have CIS tax deducted from that code it would save the hassle to accrue I could put retention straight to the retention liability code,

    Rebecca Rotheram supported this idea  ·