Settings and activity
7 results found
-
447 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.
An error occurred while saving the comment 
Richard Nash
supported this idea
·
-
417 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Richard Nash
supported this idea
·
-
454 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Richard Nash
supported this idea
·
-
486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
Richard Nash
supported this idea
·
-
75 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Richard Nash
supported this idea
·
-
50 votesRichard Nash
supported this idea
·
-
181 votes
An error occurred while saving the comment Richard Nash
commented
For nearly 9 years I’ve been an ardent fan and enthusiastic recommender of this software. Sadly, now, I have to caveat those recommendations. It just seems like you’ve stopped listening to your customers which is very sad and undermines the superior customer experience which you previously offered. Surely it can’t be difficult to add such an obviously important enhancement as this?
Richard Nash
supported this idea
·
Xero, please think about this. Some potential Subscribers will have gone elsewhere because of this lack of functionality. Some will have left because of a lack of movement on this issue. Your biggest risk, however, is that when you finally implement a solution those of us who have been hanging on for this but don’t like your solution will leave in droves at that point.
Please, just give us a page with a matrix of Users vs Menu Items where we can tick or untick the access required. I really don’t think this can be that difficult and it would provide a solution where no Subscribers would be coming back to you to say that whatever alternative solution you come up with doesn’t suit their specific needs.