Settings and activity
9 results found
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44 votes
Pam Nelson
shared this idea
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222 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Pam Nelson
supported this idea
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90 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
Pam Nelson
supported this idea
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109 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Pam Nelson
supported this idea
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355 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.
Pam Nelson
supported this idea
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133 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
An error occurred while saving the comment Pam Nelson
supported this idea
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An error occurred while saving the comment Pam Nelson
commented
a. A user should be able to build customer batch deposits that include an overpayment and/or refund without having access to see the Bank accounts (balances)
b. The ability to enter bills, but not execute payment on those bills. Enter checks, but not execute payment on those checks and not be able to actually print checks.
c. Ability to restrict visibility to account balances and ability to update vendor information with this role, above, as well.
d. The ability to limit user access to only certain bank accounts (would be nice to choose user access by bank account) -
97 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
An error occurred while saving the comment Pam Nelson
commented
Yes, 100% agree with Mindy on her last post. Please and thank you...SOON!!!
Pam Nelson
shared this idea
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96 votes
Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.
We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.
Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊
I'll keep you updated of news for this, here.
Pam Nelson
shared this idea
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65 votes
An error occurred while saving the comment Pam Nelson
commented
It is important to our users to have the ability to complete a batch deposit that includes customer overpayments and/or refunds. Currently these transactions cannot be included while creating the batch deposit. We understand you can add these during Reconcile but our organizations may resource creating the batch deposit and performing the reconcile with two different people. This is because they do not want the person creating batch deposits to have access or viewing permissions to the bank accounts.
Pam Nelson
supported this idea
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Absolutely agree with Steve Ziara on this! Can we please get an update?