Settings and activity
3 results found
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454 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
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Charlotte Woodbridge
commented
I completely agree that Bank Accounts would be a great place to start when adding restricted access to users. I am so glad this is being looked at by xero! Great news!
An error occurred while saving the comment Charlotte Woodbridge
commented
I agree, the user roles are ridiculous, there is a huge jump between invoice only and standard, bank feeds are visible when they don't need to be, there should be a lot more options available so you can select if you want them to see bank feeds and if so which ones! There should ALWAYS be the option to keep certain bank feeds/reports private. This is a big issue and needs addressing ASAP!
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64 votes
Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important a CSV payment file is, as some banks don't accept the BACS file.
You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.
While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.
An error occurred while saving the comment Charlotte Woodbridge
commented
I wonder which bank people are using who are having issues? I would agree that it is important to have this feature in xero, however I have managed to get around it.
I spoke to my bank (lloyds commercial banking) they helped me set up a template that works so I simply download bank payment file from xero (I have to delete a couple of lines from the bottom of the file but your banking support team will advise you on this - not all will have to do that) and it imports in fine, it literally takes seconds, and paying people is now the quickest part of my job!
Ideally xero will update this feature, but if they don't it may be worth taking matters into your own hands with your bank - as I have just read on here someone will have to manually pay 140 people and that is going to take an extremely long time, I would under no circumstances be doing that!Good luck, I hope you can get something sorted!
An error occurred while saving the comment Charlotte Woodbridge
commented
I am astounded that it's not an option to open this file in CSV! crazy! xero please change this!
Charlotte Woodbridge
supported this idea
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474 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Charlotte Woodbridge
commented
NO OPTION TO MARK A PAYMENT AS AN OVERPAYMENT? WHY WAS THIS REMOVED? What do we do if someone overpays an invoice? I would previously mark as an overpayment and either make a cash refund or allocate the overpayment as a credit against another invoice. Now what do I do?
I am trying to use new invoicing in preparation for the swap but I don't like it yet. It takes longer. Please check that many improvements are made before we are forced to use new invoicing for good.
I am in exactly the same situation as Stuart Mohamed! Reconciling customer payments (deposit summaries) is causing a huge problem, as the owner of the business I should not have to perform this task myself but am left with no choice as the permissions do not allow for any other way.