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← Share and support customer ideas for Xero

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4 results found

  1. Job Manager - Ability to adjust column width

    3 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise Payne commented  · 

    thisis critical when you have mulitple jobs to invoice and half of the job number is missing

    Elise Payne supported this idea  · 

  2. Contacts/Practice Manager - Make Client Account Reference Visible and Searchable on Client Screen

    1 vote

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    1 comment  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Elise Payne shared this idea  · 
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    Elise Payne commented  · 

    On the client screen please add the facility to show the client reference and be a field that we can search on. Otherwise what is the point of the field.

  3. Customer Statement | History & Notes - Include Template Name

    5 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Elise Payne commented  · 

    we are also using this process and are disappointed to see that the report does not show the account reference, so there is no way to see who the statement was sent in

    Elise Payne supported this idea  · 

  4. User Role - Restrict access to individual bank accounts

    647 votes

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    341 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Elise Payne commented  · 

    It would be useful to allow access to bank accounts per user so that they can add their own credit card payments and not see other accounts or post payments to the wrong account

    Elise Payne supported this idea  ·