Settings and activity
9 results found
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25 votes
Pam Nelson
shared this idea
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118 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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57 votesPam Nelson
supported this idea
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281 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Pam Nelson
supported this idea
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199 votes
Thanks for continuing to engage with us on this, everyone. While it is now possible to include account numbers, as mentioned in our last update we've been continuing to review this idea and look into how we develop the option to show nil balance for accounts when running reports.
Work for this is now in development with our product team. We'll be looking to implement a solution that enables the ability to show nil balance for accounts across the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank report as well as in Report Templates.
As work for this progresses we'll keep you all informed and updated through the idea here.
An error occurred while saving the comment Pam Nelson
supported this idea
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53 votes
An error occurred while saving the comment Pam Nelson
commented
Absolutely agree with Steve Ziara on this! Can we please get an update?
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) -
86 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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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72 votesPam Nelson
shared this idea
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46 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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Yes, please!!!