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1. Bills: Option to unapprove

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   67 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that needed unapproving you'd need to use the feature on each bill, individually. Also, as a new bill is being created in the process, there would be no history from the original (voided) bill.

   All things above considered, do you feel this solution would be valuable to your business?

   We’ll give you sometime to feedback, and share an update once we’ve got more clarity from the feedback and how we move forward from here.

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that… more

   Steven Perreau supported this idea  ·  19 March, 2024

2. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

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   submitted  ·  19 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Steven Perreau supported this idea  ·  13 January, 2023
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   Steven Perreau commented  ·  13 January, 2023  ·  Edit…  ·  delete…

   Xero is available for less cost as a simple "Cashbook" and we find this perfect for running a syndicate account for part ownership (think holiday house, boat, camper van, small club, etc.)

   We have a single manager / accounts person but want to offer a view only role to all members for complete transparency but only have one person able to do the actual reconciliation and make changes.

   Currently there isn't a Read Only user role for the Partner Edition Cashbook plans and to allow the other members to see things, you must make these users a "Cashbook client" otherwise they cannot see reconciled transactions and view the attachments. The Cashbook client role allows the user to reconcile and edit statement lines which is not desirable.

   We would like to see a simple "Read Only" user role provided like the full invoicing version of Xero.

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