Settings and activity
2 results found
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332 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
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511 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
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Richard Stacey
commented
Yes, would appreciate facility to mark Supplier invoices in dispute-wanted it this morning to enter some invoices for end of year but not allow them to be paid. Will have to work round it for now.
Richard Stacey
supported this idea
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It would be very useful to have bank balances hidden. Another similar feature that we need is to enable a main bank account to junior staff, but hide completely any ancillary account - at the moment with 'see all bank accounts' or 'see nothing', it's either very tied down or too exposed, as new accounts staff start. Would appreciate this being brought to the top of the list for priority.