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73 results found
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738 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
An error occurred while saving the comment An error occurred while saving the comment 
Chris Curlett
commented
Andrew, you should be running the Product Development Team or perhaps organising a training session for them.
Certainly, there current manager is well sub-par!
An error occurred while saving the comment Chris Curlett
commented
Yes a great idea which would help so much. So good that XERO will ignore it as they normally do.
Apparently 582 supporters is just t few to get a change made!
An error occurred while saving the comment Chris Curlett
commented
This would make things so much easer.
With 569 supporters this seems to be needed sooner than New Invoicing.
Come on XERO help your users remain loyal and implement this
An error occurred while saving the comment Chris Curlett
commented
Perhaps someone should lodge an "IDEA" that Xero should start responding to user requests for improvements rather than just occasionally issuing a "WE ARE LOOKING AT YOUR SUGGESTION BUT DO NOT REALLY CARE ABOUT USER SUGGESTIONS" response.
It is all very condescending, really.
Another option may be to raise the lack of response to user requests at the XERO AGM under general Business (if you have shares in them). They are very aware of their image and this may start something.
Chris Curlett
supported this idea
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422 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
An error occurred while saving the comment Chris Curlett
commented
Stacy has explained her issue well HOWEVER the entire permissions structure is a mess and needs a rethink.
XERO, with 400+ people thinking the same way, you need to look at this and stop procrastinating.
It is a core operational issue that needs fixing.
An error occurred while saving the comment Chris Curlett
commented
The whole User Roles system is so below par it is scary - definitely NOT fit for purpose.
Come on XERO how may users have to support a great idea for you to move and fix a problem!
The User Roles system is far to wide and opens up for to much information to all staff. It needs fixing.
An error occurred while saving the comment Chris Curlett
commented
Come on Xero - this is basic and goes back to 2022 but nothing has happened. How many users are needed to say their is a problem before something happens.
Permissions are at the hart of a system and the current levels leave the system open to Fraud!
Chris Curlett
supported this idea
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302 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…An error occurred while saving the comment Chris Curlett
commented
Ramnarong is so correct. It is NOT hard to see what is needed. It is simple and being made complicated by ZERO.
All that is needed as a stary are the classic permissions structure of;
Reports title eg Profit and Loss
View (tick Box for the user to see this)
Print (tick fBox or the user to do this)The other functions are catered for in the main roles such as edit et6c
Come on XERO get on with it.
Look at how many users NEED this!
This can be a progressive roll out across the entire program - do not overcomplicate it!
An error occurred while saving the comment Chris Curlett
commented
Come on XERO with 180+ users wanting this then it needs to be done. The permissions are far to generic to be of any real use or security.
We have the same problems as other users here re permissions and access - it needs ti be tightened up as a matter of urgency.
Please listen to your users and do what they need rather than "fads" like the new invoicing system
Chris Curlett
supported this idea
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294 votes
An error occurred while saving the comment Chris Curlett
commented
Autosave is a real issue.
Come on, XERO, we all know how simple it is to have an ON/OFF setting in the defaults.
Please make this happen to help users!
Chris Curlett
supported this idea
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119 votes
An error occurred while saving the comment Chris Curlett
commented
Oh YES please and with 116 supporters, this should be expedited
An error occurred while saving the comment Chris Curlett
commented
This would be soo good to have and thanks for the follow up.
It seems that Xero have a habit of using platitudes but little (if any) changes seem to be made.
Really the concept of a user suggestion system that is ignored is very condescending towards those who make the suggestion.
Perhaps we need to find the directors phone and email numbers and contact them direct = that may wake up the Xero Management!
Chris
Chris Curlett
supported this idea
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296 votes
An error occurred while saving the comment Chris Curlett
commented
This is such a good idea Jan that XERO will ignore it!
This is their normal way of responding to ideas that increase efficiency and are made by a user supported by many users!
Typical of there condescending attitude.
Good luck with this but do not expect much to happen!
Chris Curlett
An error occurred while saving the comment Chris Curlett
commented
This is such a great idea and would save so much work. Many of our suppliers have a separate email address for Statements it would save a lot of time
An error occurred while saving the comment Chris Curlett
commented
Come on XERO prove to us users that you CAN do something that we need.
It is time to stop talking and start performing.
Chris Curlett
supported this idea
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An error occurred while saving the comment Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go
An error occurred while saving the comment Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go
An error occurred while saving the comment Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go.
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244 votes
An error occurred while saving the comment Chris Curlett
commented
Yes this would help reduce errors. A truly great idea that must be simple to implement.
Chris Curlett
supported this idea
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101 votes
Hi everyone, we thoroughly appreciate all the feedback we've heard from our customers on their use of the Xero network and the importance this is for helping you move efficiently when using new invoicing. Where possible we highly encourage setting up and using eInvoicing as a solution which is wider reaching than just those businesses on Xero, and has more functionality.
In it's current state you can continue to send invoices using the Xero Network from the Awaiting payments list. That said, we've been listening closely and our product team are now considering development to incorporate sending invoices from Xero to Xero within new invoicing, as well as developing on this feature to enable attachments to be included when sending. We'll shift the idea to Under review for now and I'll share as there is more progression of this to update you on.
An error occurred while saving the comment Chris Curlett
commented
Come on XERO and listen to your users!
Chris Curlett
supported this idea
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148 votes
An error occurred while saving the comment Chris Curlett
commented
This would be fantastic. It works well elsewhere, and it would be tremendous to have it in XERO also.
An error occurred while saving the comment Chris Curlett
commented
Come on XERO how about doing something that users want done.
IT WOULD BE A FIRST!
Prove to users that you do listen to them
Chris Curlett
supported this idea
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1,076 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Chris Curlett
commented
What a lot of Double Talk!
Frankly, it is XERO saying, "we are going to ignore users and treat them with contempt".
Come on, XERO, stop the long-winded, condescending stalling and just do it!
This is an insult to the very people that pay your wage!
An error occurred while saving the comment Chris Curlett
commented
XERO 968 users need this and 12 YEARS of inaction is unacceptable.
Perhaps a new mantra would be better ...
"XERO ignores user's needs" would be more appropriate
An error occurred while saving the comment Chris Curlett
commented
From November 2023 to June 2024 (7 Months) should be enough time to implement something as simple as this when it is requested by so many. What is the hold up.
This is far more important than a new Invoice system which was not requested by users and there are so many complaints about.
An error occurred while saving the comment Chris Curlett
commented
Come on XERO, 968 people wanting this is enough of a reason to expedite its implementation!
Users want/need this - the community would prefer to see some action rather than stalling double talk! XERO actions speak louder than platitudes!
An error occurred while saving the comment Chris Curlett
commented
COME ON XERO DO SOMETHING USERS NEED TO HAVE DONE.
Less condescending emails and more improvements would make a change.
An error occurred while saving the comment Chris Curlett
commented
Frankly ... I feel with this number of supporters XERO treats users with contempt. This "suggestion site" is a sop to users and from ZERO's possition is merely an unwanted necessity!
Come on Xero - prove me wrong!
An error occurred while saving the comment Chris Curlett
commented
XERO SEEM TO TREAT USERS WITH CONTEMPT. They ask for what the user wants, then when there are 100’s of votes for something, Xero just ignores the request. Their concern seems to be just window dressing.
Users who have shares in Xero should ask about this in General Business at their AGM
An error occurred while saving the comment Chris Curlett
commented
DEFINITELY needed in the Construction/Contracting industry where the Bill may be subject to Retentions and may not be payable for some time - even years - dependent on the Contract
An error occurred while saving the comment Chris Curlett
commented
This also applies equally to Bills. XERO fails to have a system when Approval is required by two or more people prior to a bill being paid. This failure allows a greater level of Fraud as one person can control the payment of bills. NOT GOOD FROM A AUDIT PRTSPECTIVE!
By having a system/flag that has to be cleared prior to a Bill being approved means that at least there is a warning that a Bill should not be paid as it is under review. It is a visual prompt and also will stop the accidental approval/payment of a Bill
Naturally having a multi Approval system would resolve this issue!
An error occurred while saving the comment Chris Curlett
commented
A very good idea as it highlights bills in dispute sp they are not paid in error. It would also be helpful to add a note that could be completed as to why the Bill is in dispute
Chris Curlett
supported this idea
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
An error occurred while saving the comment Chris Curlett
commented
Come on XERO users incl ourselves need this. I think you forget you need the new Invoicing to AS A MINIMUM emulate the current invoicing. We, the users, are your clients, and the software needs to develop - not go backwards as it is doing now!
Come on, guys - please help us with all the constructive requests we have made!
An error occurred while saving the comment Chris Curlett
commented
A good point Jen and this needs to be avalable
Chris Curlett
supported this idea
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29 votes
An error occurred while saving the comment Chris Curlett
commented
This is so basic and would enhance the functionality of Xero. Currently the export format is inconsistent as accounts have/have-not got data.
Please make this apparently simple enhancement available ASAP.
SUGGESTION = under "MORE" in the T/Balance screen include a new field - "Include accounts with zero balances".
Chris Curlett
supported this idea
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An error occurred while saving the comment Chris Curlett
commented
This is so basic and would enhance the functionality of Xero. Currently the export format is inconsistent as accounts have/have-not got data.
Please make this apparently simple enhancement available ASAP.
SUGGESTION = under "MORE" in the T/Balance screen include a new field - "Include accounts with zero balances".
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165 votes
Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
An error occurred while saving the comment Chris Curlett
commented
Debbie a great idea.
Come on Xero stop stalling and do something your users want/need.
It seems to me all you do is issue meaningless "stall" responses to user requests. How about a unique and new approach - do something users need and want rather than issuing stalling response emails.
An error occurred while saving the comment Chris Curlett
commented
Hi Kathy - also have a look at Infusion accounting software - good and helpful
An error occurred while saving the comment Chris Curlett
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Kelly ... this is another instance of the Product Team not wishing/being able to respond to user needs!
Come on, stop stalling, and do what users need.
An error occurred while saving the comment Chris Curlett
commented
Again it is a case of ignore users!
Chris Curlett
supported this idea
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713 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Chris Curlett
commented
Claire is correct -If it is not broken why break it?
Classic Invoices work, so leave it alone and gradually introduce changes in a cooperative way - do not be doctorial as this is not the way to treat your customers.
I would suggest you add under SETTINGS the ability to turn Classic Invoicing on/off by the user rather than the current Starlenistic approach you are adopting>
XERO, there are so many features' Users want that you have not implemented. Please get on with these and listen to your users, who pay your wages.Do not force a change that users do not want on the user! Fix what needs fixing first.
An error occurred while saving the comment Chris Curlett
commented
Damon is so correct - the way XERO has handled the whole new invoice process is appalling!
Then they want to foist the mess on users.
XERO implement the user suggestions which will help you regain some level of user respect.
Come on XERO how about admitting you have made a mess of the project and stopping it. Put the time and effort into what users want and there sugestions.
An error occurred while saving the comment Chris Curlett
commented
You are so correct - we are the USERS and as such should decide if we want use the new invoicing or not. If it is so great, then everyone will migrate Hepperly - Stop treating us like children!
COME ON XERO - we pay your wages how about working for us!
An error occurred while saving the comment Chris Curlett
commented
There are just far too many issuers with the New Invoicing for anyone to adopt it with confidence.
XERO you are playing with the livelihood of people and to force adoption of the new format is not the way to go. If it is so good, then people will migrate with confidence - if there are issues and you force people to use it then their is nothing like a disgruntled customer to damage a business - your business!
KEEP CLASIC INVOICEING!
An error occurred while saving the comment Chris Curlett
commented
Frankly the post regarding the reasons for changing away from Classic is a exercise in commercial spin with a total lack of detail. It is a "trust us - we know what we are doing" statement despite the fact we have failed to even do basic testing - if we had we would have found the issues users are complaining about.
Come on XERO postpone the launch and put the effort into the IMPROVEMENTS USERS WANT and make a real difference.
An error occurred while saving the comment Chris Curlett
commented
Thanks for the update Julie
I have also explained my issues to our Auditors and said how the number of issues in XERO left it open to being used for fraud. I went through the lack of security and options in the permissions and the facet invoices can be changed after being sent out. Also the issues that XERO just ignore and do not fix.
I expressed my view to the Auditors that XERO was very below par compaired with other options and that people were starting to move away to other packages.
Then their is the new invoicing issues and the dogmatic attitude of the "leadership team" and how it looked so third rate compared to other packages. For so many issues to be outstanding demonstrates a total lack of testing by XERO.
Then there are the number of issues supported by users but ignored for YEARS despite 200+ users supporting the change.
The Auditors were interested especially at the potential Fraud exposure and failure of XERO to address improvements.
The 'leadership Team" is a joke as their seems to be no leadership!
Perhaps the Auditors will stop recommending/pushing XERO!
An error occurred while saving the comment Chris Curlett
commented
Damon I do agree with you however the issue I believe is far greater than just the Invoicing issue.
XERO ARE NOT LISTENING TO USERS AND WHAT THEY NEED.
Look at the number of improvements that 100's of users have supported but nothing has been done to implement them. The Users suggestions are constructive however because the users suggest them, they are ignored.
This needs to change or people will vote by going elsewhere - some have said they are already looking around already.
XXERO needs to up its performance and recognize that the program is failing in many places.
An error occurred while saving the comment Chris Curlett
commented
OK A LOSS TO XERO DUE TO THEIR ATTATUDE!
GOOD LUCK
Others may follow you
An error occurred while saving the comment Chris Curlett
commented
XERO - What are these ..."There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version"
Facts would be nce
An error occurred while saving the comment Chris Curlett
commented
VERY WELL PUT KELLY. Given the mess it is in I do believe the Product Development Team were a figment of XERO's imagination. They have consistently stalled on other changes.and really failed on this one.
An error occurred while saving the comment Chris Curlett
commented
Lloyd - another one is Infusion at https://www.infusionsoftware.co.nz/
They are really good and have been around for many years. Very smaller to XERO and FAR more responsive with Telelphone real time support. Also will help with applications etc.
Worth a look
An error occurred while saving the comment Chris Curlett
commented
If this was true XERO, then you would have been actively improving the site following the many, many constructive user suggestions. You have not been doing this but have simply embarked on something driven by your software people NOT the users - look at all the constructive user suggestions you just ignore or make condescending comments on.
Please also start to Listen to users and what they need improved rather than making condescending excuses.
A COMPANY THAT WILL NOT LISTEN TO THERE CUTOMERS WILL PAY THE PRICE
An error occurred while saving the comment Chris Curlett
commented
You are so right Damon - but the XERO rule is if users want something lets double talk them and do something that is not wanted - like the new invoice!
It is crazy for a supplier not to listen to its customers - I do not understand why XERO treat us with such contempt.
An error occurred while saving the comment Chris Curlett
commented
Julie and Damon
I have started to print the comments I see about not just New Invoicing however other issues as well where the ZERO team is failing to perform. KEEP CONTACTING them.
I will deliver the printed copies to the Auckland Directors personally at their homes in the hope if they know what is happening then they may do something about the XERO non-performance.
ALSO
If I get enough support, I may be able to have a item ADDED to the next XERO AGM under general business. I have been successful in the past however it takes a lot of work
Keep sending commnets and you never know they may one day pay attention!
An error occurred while saving the comment Chris Curlett
commented
Come on everyone let's support Lloyd and email our comments direct to Directors of XERO at the email address below.- we may even get some action!
An error occurred while saving the comment Chris Curlett
commented
Another way to bring it to the attention of the Directors may be to email the Company Secretery direct and ask comments to be passed on to the Chairman/Directors. This may get around the Gate Keepers within ZERO.
An error occurred while saving the comment Chris Curlett
commented
Lloyd - I have thought of the same approach
Attached is a list of XERO Directors from around the world however I do NOT have email addresses. Maybe someone can search these out or start posting (snail mail) letters to the.
It is time we started to stand up and by-pass the "gate Keepers" within XERO.
An error occurred while saving the comment Chris Curlett
commented
I do so agree with Damon - Keep the old system
Do not break that which is working.
I still have not been told WHY these changes have to happen
An error occurred while saving the comment Chris Curlett
commented
PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from a draft invoice
I SO AGREE WITH THIS
Chris Curlett
supported this idea
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256 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
An error occurred while saving the comment Chris Curlett
commented
Come on XERO get back to basics and test, test, test what you do. You seem to be relying on users to find your mistakes rather than doing the job yourselves - and yes - it is your job to test things!
An error occurred while saving the comment Chris Curlett
commented
Hi Sam - this is frustrating. It almost seems as if they do not test the changes they make before releasing them which is scary.
They totally lack any form of rigger in the system they develop. As I have said before, the development team seems to be out of control, and this type of thing really undermines the user conference in their work.
Chris Curlett
supported this idea
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197 votes
Thanks for continuing to engage with us on this, everyone. While it is now possible to include account numbers, as mentioned in our last update we've been continuing to review this idea and look into how we develop the option to show nil balance for accounts when running reports.
Work for this is now in development with our product team. We'll be looking to implement a solution that enables the ability to show nil balance for accounts across the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank report as well as in Report Templates.
As work for this progresses we'll keep you all informed and updated through the idea here.
An error occurred while saving the comment Chris Curlett
commented
Alex I so agree with you however Xero software is sub falling well behind its competitors however this is a result of the attitude displayed by Kelly above.
An error occurred while saving the comment Chris Curlett
commented
Kelly rather than re-cycling excuses how about getting things requested by users done!
This has been asked for so often you should be embarrassed by the repetitive requests.
To quote a well known American brand "Just Do It"
An error occurred while saving the comment Chris Curlett
commented
Come on XERO this can not be all that complicated!
XERO is not run by its management or Directors but the product development team who seem to be a law unto themselves.
Came on Management time to step up - or are you a part of the problem?
An error occurred while saving the comment Chris Curlett
commented
Oh YES PLEASE. this is such a basic feature that is well supported by users.
PLEASE CAN WE HAVE IT XERO
159 people wanting it makes it worth doing
An error occurred while saving the comment Chris Curlett
commented
XERO look at the number of users who have supported this for so long. It is long overdue to be implemented.
With so many supporters you must feel obliged to support your users requests.
An error occurred while saving the comment Chris Curlett
commented
YES YES PLEASE.
XERO this can not be too hard to implement.
It is needed to download and use such things as the Trail Balance in excel.
PLEASE MAKE THE UPDATE!
An error occurred while saving the comment Chris Curlett
commented
Rosie - you are so right this is a basic missing feature that is so important.
XERO this is well supported and needs to be fixed as per users requests. Come on and stop stalling..
An error occurred while saving the comment Chris Curlett
commented
I so agree. This very overdue and has a lot of support so XERO will ignore ot - as is their previous practice.
An error occurred while saving the comment Chris Curlett
commented
This is such a basic feature sorely it can be added very simply. XERO please stop producing changes that are not supported by users (New Invoicing) and fix what is needed.
An error occurred while saving the comment Chris Curlett
commented
It is normal for Xero to ignore suggestions by Users. Look at all the suggestions where there are over 500 supporters however Xero ignore it or provide a sanctimonious response.
An error occurred while saving the comment Chris Curlett
commented
I need to create a specific report using the data in XERO by exporting the XERO T/Balance into EXCEL. I can see how to do this however I want the exported report to include the XERO accounts with a zero balance. I can then automate the process of grouping accounts in EXCEL to create a specific report. The exported T/Balance will have ALL cells in it in a standard order, be their data in them or not, at all times allowing for my report to capture the cell data on all occasions to create the management report. take the T/Balance.
I hope this maks sense!Chris Curlett
supported this idea
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281 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment Chris Curlett
commented
Try Infusion Accounting Software however I do not know how their permissions are BUT unlike Xero they are very approachable on improvements!
An error occurred while saving the comment Chris Curlett
commented
This would be tremendous for us as well.
If this is something that is needed to comply with Government regulations, then XERO you need to make this happen URGENTLY!
Come on XERO it is time to stop writing excuses and GET IT DONE.
257 users needing it should be an indication that this is IMPORTANT.
An error occurred while saving the comment Chris Curlett
commented
Michael - I do so agree with your comments and sentiments.
This is a very basic issue and should have been incorporated from the outset - the whole permissions structure is frankly lacking any depth. It seems to almost have been designed to require a third party (Accountant) to do some work and charge fees - perhaps this is why they like it so much!
XERO's whole approach seems to be to talk down to users and ensure their suggestions are NOT implemented. When there is something with so many supporters and is ignored in such a condescending way insulting.
COME ON XERO LISTEN AND IMPLEMENT USERS' SUGGESTIONS. After all we can always move!
Chris Curlett
supported this idea
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49 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
An error occurred while saving the comment Chris Curlett
commented
You are so right Colin - the XERO information on Statements is well below the industry norm and lets XERO down.
Regrettably it is a reason NOT to use XERO
An error occurred while saving the comment Chris Curlett
commented
Come on XERO how about responding to User Suggestions and improvements. This is a great idea and gaining support so it would be worth implementing, esp if you start losing customers by not supplying it!
Chris Curlett
supported this idea
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217 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
An error occurred while saving the comment Chris Curlett
commented
Come on XERO this is really a basic in all accounts system other than you.
204 users and growing would like it so why ignore them in favor if the new Invoicing system that is causing so much consternation.
FIX WHAT IS NEEDED BY USERS BEFORE EMBARKING ON SOMETHING THAT IS NOT WANTED.
Chris Curlett
supported this idea
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Chris Curlett
supported this idea
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XERO Product Development team must have a KPI of how many customers they drive away because of them! If so they will be doing very well to meeting there KPI.
Don't blame you Shev. Also have a look at Infusion Business Software if you are in NZ or Australia.