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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  ·  For small businesses » Contacts & communication  ·  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

    606 votes

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    312 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.

    Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.

    Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.

    Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.

    We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.

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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  ·