Settings and activity
8 results found
-
32 votes
An error occurred while saving the comment 
charlotte callanan
supported this idea
·
-
84 votescharlotte callanan
supported this idea
·
An error occurred while saving the comment charlotte callanan
commented
The most detrimental part of this is that you can not change a reference or a department on an invoice without having to open the closed off period.
This has caused us so many issues as i constantly need to open the period when a client advises of any changes to an invoice or if the department was incorrect. Surely items that do not affect the numbers should be ok to amend at any point...makes no sense to me -
17 votescharlotte callanan
supported this idea
·
An error occurred while saving the comment charlotte callanan
commented
Yes, this is really needed for bigger companies that are audited as it is a very time consuming and fiddly task to get this info from Xero
-
18 votescharlotte callanan
supported this idea
·
-
511 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
charlotte callanan
supported this idea
·
An error occurred while saving the comment charlotte callanan
commented
User Role definitely needs to be more specific - I need to give a user to access verifying our CIS subcontractors only but this is not possible without giving them access to viewing and amending pretty much everything therefore my request is not possible even though i pay for this additional dd on!
-
264 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
An error occurred while saving the comment charlotte callanan
commented
also to be able to select more than one contact when sending out bulk statements for s customer
-
27 votes
An error occurred while saving the comment charlotte callanan
commented
Hiya,
this should be a field that can be changed.charlotte callanan
supported this idea
·
-
65 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important more granular CIS tracking is for your businesses. Some of you have mentioned that you currently use tracking categories to achieve the breakdown required, we understand however this may be suitable for everyone.
After review, we're updating this idea to Not in the pipeline, meaning our product team has considered it but it's not on our foreseeable roadmap. We know this isn't the update you were hoping for, and the idea will remain open for votes so we can continue to gauge community interest.
An error occurred while saving the comment charlotte callanan
commented
We really see a need for this to allow us to report our CIS costs correctly within the profit and loss reports
This has been on here for 2 years??? Really!!!. such an essential part of the system to ensure reduced admin and errors of posting in closed period's because we keep having to open and close them constantly! please correct this so it works properly