Settings and activity
4 results found
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495 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Ahmed Williams
supported this idea
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An error occurred while saving the comment -
24 votes
We appreciate the passion and feedback we've received from customers about the ability to import and export purchase orders.
We want to be open, that we do not have a direct plan to build export and import functionality in Purchase Order any time soon.
Our Product team in this space are currently focused on modernising our underlying technology so we can build new features, faster in the future.
To give a clear message for anyone coming across the idea, we'll close this idea.
Ahmed Williams
supported this idea
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32 votes
An error occurred while saving the comment Ahmed Williams
commented
Periodically i need to bulk upload one document to over 100 sale invoice in one action. Currently in Xero, i have to open over 100 sale invoices and attach the document seprately (nb the document is different each time). This should be an easy task to fix - i should be able to highlight the relevant draft sales invoices and go to file, select the file and then click attach. Can you help?
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532 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment Ahmed Williams
commented
Hi, I am in agreement with the comments below. We bulk upload our invoices as created in the Xero invoice template, then presently we need to attach the same document to each invoice (we run invoices in batches of 100). There has to be a simple way so that the documents can be attached to the invoices, either at the creation stage (before the approval process) or as the invoices are being sent out. Presently we need to open all 100 invoices and attach the documents separately.
Hi Xero Support / Development team,
More time and focus needs to be spent on the very important area of Access and Rights.
Currently we have a very serious control risk where the person who raises Purchase orders can also access and create Bills and pay those invoices. From an audit perspective this is fraught with lots of risks for which we have to develop offline manual controls. These controls should be embedded within Xero's base level offering to ALL customers.
For a Xero user we should be able to define for a particular Xero function(s) what access if any a user has and what level of access - create / Edit vs Read only vs No access at all. Additionally for each access right linked to Xero function there should be access to the relevant Xero reports . e.g. I want our PO clerk to have full read write access to Xero Purchase Order but only read write access to Billings and the Aged Payables Summary report - a simple grid system for users access across all Xero functions will do the trick. This should not take any time to develop and ALL organisations that use Xero would benefit.
When can we expect a solution (please do not keep us waiting)?