Settings and activity
9 results found
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128 votes
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Helen Alexander
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5 votesHelen Alexander
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18 votesHelen Alexander
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9 votesHelen Alexander
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28 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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494 votesHelen Alexander
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90 votesHelen Alexander
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455 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…
Helen Alexander
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654 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.
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.