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  1. Xero Learning - Remove sequence recall questions

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Kevan Wells shared this idea  · 

  2. Import Accounting Data

    2 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting to make the process of setting up a new Xero org, especially in the scenario you've mentioned as simple as possible, Kevan.

    While this may be something we look at longer term I want to be open that we don't have any plans for a single import across all areas of Xero right now.

    There are third party app partners available through our Xero app store that you may like to engage if you'd like help in this migration and set up process.

    We'll keep getting a sense of community interest from your idea here and share if there are any updates planned.

    Kevan Wells shared this idea  · 

  3. Ability to completely delete bank statement lines

    25 votes

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    8 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Kevan Wells commented  · 

    Yes this would be helpful.

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    Kevan Wells commented  · 

    This would be useful especially when I accidentally imported client data to the wrong account.

    Kevan Wells supported this idea  · 

  4. User Role - Restrict access to specific Settings

    422 votes

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    233 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

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    Kevan Wells commented  · 

    It is almost beyond belief there is no user setting which enables a member of staff to match and allocate customer and supplier invoices without also being able to see what other staff members are paid!

    Kevan Wells supported this idea  ·