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4 results found

  1. Job Manager - Ability to adjust column width

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  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  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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

    590 votes

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    297 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

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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  ·