Settings and activity
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107 votes
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Helen Alexander
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4 votesHelen Alexander
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16 votesHelen Alexander
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7 votesHelen Alexander
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22 votes
An error occurred while saving the comment Helen Alexander
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How does the Xero corporation manage approval of payments and expenses? The managers responsible for the budget area needs to be able to approve the invoices for their area only - and without changing the data added by the finance team. We find the process in Xero really manual. We should be able to get a bill into Xero using Hubdoc and automatically added to a list for a named approver - this could be set by account code within chart of accounts or in contacts if linked to the supplier. The approval process is really clunky. We need to have an audit trail for the approval and we also need to make it easy for managers to approve all their invoices by looking at one list.
Helen Alexander
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459 votesHelen Alexander
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85 votesHelen Alexander
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360 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Helen Alexander
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588 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…Helen Alexander
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Many businesses require two people to authorise a bill before payment . ApprovalMax does this but would be better if it was part of Xero.