Settings and activity
4 results found
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202 votes
Hi team, we’ve begun rolling out our new Reporting permissions, marking a major shift toward more flexible, configurable roles in Xero.
You’ll soon be able to grant Invoice only Sales or Purchase users access to specific operational reports without exposing access to all of the organisation's reports.
We’re currently in a phased release and expect these changes to be available to all users over the coming weeks.
I’ll swing back again to confirm once these changes are live to all users.
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619 votes
Thanks for continuing to share your feedback and engage with us through this idea, everyone.
We recognise the importance of providing greater flexibility when managing the authorisation of super payments, particularly now that Payday Super is in effect.
I’m pleased to share that we’re working on an update to authorisation for Xero Payroll’s auto super.
You’ll soon be able to nominate a list of eligible authorisers when setting up auto super or editing an existing registration. Each super payment will still require approval from one person, but you’ll be able to select which nominated authoriser receives the SMS code for that payment.
We’ll share another update as soon as this is available.
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Sarah Morris
commented
Our company has been processing super for clients, but it isn’t appropriate.
Accountants can’t/ shouldn’t be authorising payments that move bank accounts. Directors must have the final say about the money leaving the account.
Xero need to change the authorisation process. Let anyone run & approve the payment. Or it could auto approve when the payroll is run.
The payment should always be authorised by the director – perhaps via an sms showing amount & date due &, if possible, amount in the related bank account. A button in the sms should process the authorisation. This will happen weekly so even the most tech illiterate directors will get used to it.
Reminder sms should go out until the super has been processed.
If the director still misses it, the ATO will fine the director.
This places all the stress & responsibility back where it belongs: with the company director.
An error occurred while saving the comment Sarah Morris
commented
The law has given us all a right to disconnect. Come on Xero - catch up!
Sarah Morris
supported this idea
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681 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Sarah Morris
supported this idea
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238 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
An error occurred while saving the comment Sarah Morris
commented
Good point about knowing if anyone is watching this Peter. I am encouraging a business to use projects. It does everything that I need but it doesn't feed to Syft for reporting. It seems that this area of development is stalled. I'd love to know if it is continuing. It's asking a lot to have small business invest time in using this (currently clunky) add on when we don't have any sense of direction.
Sarah Morris
supported this idea
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It makes no sense that all standard users (e.g. mostly office admin) get to either have no reports or all reports. So, say that they are in charge of accounts receivable, they can send statements and chase payments but not run an aged receivables report. If you want them to be able to run a receivables report, you have to give them access to all reports including turnover & profits data. Most business owners don't want this. And I believe that it's a system default to now let all users have reporting access. I've clicked the link to do the survey but I think it's closed.