Settings and activity
30 results found
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91 votes
Charlotte Rix
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43 votes
An error occurred while saving the comment Charlotte Rix
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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
An error occurred while saving the comment Charlotte Rix
commented
I'm not sure why Xero have rejected this idea
Charlotte Rix
supported this idea
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22 votes
If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
An error occurred while saving the comment Charlotte Rix
commented
We should be able to send a remittance for payments made on accounts to suppliers to confirm it is a payment on account and is yet to be allocated.
Now the payment on account (overpayment**) allocated, the system does not have the function to provide a breakdown (remittance) for the allocation. This is critical requirement from Xero - how are we supposed to communicate with suppliers with these transactions?
Charlotte Rix
supported this idea
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143 votes
An error occurred while saving the comment Charlotte Rix
commented
Need a user to make a batch payment, send a remittance report for batch payment and see Debtors/Creditors only - this is a critical requirement
Charlotte Rix
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246 votesCharlotte Rix
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370 votesCharlotte Rix
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659 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Charlotte Rix
supported this idea
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12 votes
An error occurred while saving the comment Charlotte Rix
commented
If staff have the authority to batch pay, they should have the authority to send a remittance report
Charlotte Rix
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5 votesCharlotte Rix
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353 votes
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…Charlotte Rix
supported this idea
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305 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 Charlotte Rix
commented
Yes I want staff to have access to debtors/creditors reports, reconcile credit card accounts only
Charlotte Rix
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 Charlotte Rix
commented
I need this function for my accounting staff - such as debtors and creditors reports
Charlotte Rix
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451 votesCharlotte Rix
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167 votesCharlotte Rix
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341 votesCharlotte Rix
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45 votes
An error occurred while saving the comment Charlotte Rix
commented
We should be able to confirm payments on account via a remittance to suppliers
Charlotte Rix
supported this idea
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430 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment Charlotte Rix
commented
I urgently require this idea to be actioned by Xero
I cannot give staff work to do because I cannot give them access to the bank account
Every business does NOT has one person solely doing data entry and one other doing everything else
We need certain bank/credit accounts restricted to certain users with access to Debtors/Creditors reports
Net wages should be locked for those that do not use Xero Payroll Software
This is legal requirementAn error occurred while saving the comment Charlotte Rix
commented
I cannot believe this idea was posted in 2013 - we are still asking for it 10 years later
An error occurred while saving the comment Charlotte Rix
commented
I need this implemented urgently, I need users to have access to our credit card accounts but not the current bank account, it would breach GDPR to give them access
This should be a basic requirement so business's comply with data protection and confidentiality
Xero needs to understand how accounts work in business and help us adapt to our workplace, not the other way round
Charlotte Rix
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459 votesCharlotte Rix
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56 votes
Hi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas.
Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible.
We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once.
We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature.
I can assure you the site here is a tool that all our product teams find…
An error occurred while saving the comment Charlotte Rix
commented
Yes, for example actioning ideas to comply with GDPR than waiting for 'likes'
Charlotte Rix
supported this idea
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Please can this be developed and actioned asap, I am in the same position with suppliers having over 200 invoices for payment, I have to split payments then it messes up the bank import feed as it will not find the matched payment and the remittance looks incredibly messy to our supplier.
Xero could widen it's customer base to support larger business's with this development.