Settings and activity
7 results found
-
157 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
An error occurred while saving the comment 
Aroha O ' Brien
supported this idea
·
-
320 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment Aroha O ' Brien
commented
I am also frustrated at the inability to define users to my organisation's needs. This absolutely needs to change ASAP. I am having to reconcile and post transactions myself purely because it's impossible to hide one bank account from a potential user. Ridiculous
An error occurred while saving the comment Aroha O ' Brien
commented
This would be so good. I'm in this position right now with our office person.
Aroha O ' Brien
supported this idea
·
-
4 votesAroha O ' Brien
supported this idea
·
-
103 votesAroha O ' Brien
supported this idea
·
-
9 votesAroha O ' Brien
supported this idea
·
-
3 votesAroha O ' Brien
supported this idea
·
-
19 votes
Hi team, I'm happy to let you know that we’re working on a new Xero Workpapers solution, within which practices will be able to grant staff the ability to see all workpaper packs for clients they have access to 😊
In addition, it offers more control over staff permissions within Workpapers, including the ability to restrict certain actions to just administrators or reviewers.
We've just started rollout to Australian partners with more regions to come in the new year. Thanks again for your feedback and we'll post another update to confirm when released to all Partners.
Aroha O ' Brien
supported this idea
·
This feature would be really useful and its important for our organisation. At the moment I have to follow up with a lot of phone calls or specific emails