Settings and activity
29 results found
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127 votes
Charlotte Rix
supported this idea
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196 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Charlotte Rix
supported this idea
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614 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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32 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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167 votes
Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.
The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.
As we continue to make headway with this, we’ll be back to share more updates with you all.
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
supported this idea
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267 votesCharlotte Rix
supported this idea
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568 votesCharlotte Rix
supported this idea
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728 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
supported this idea
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5 votesCharlotte Rix
supported this idea
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451 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…
Charlotte Rix
supported this idea
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446 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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295 votes
Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.
We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.
We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.
Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.
We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…
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
supported this idea
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192 votesCharlotte Rix
supported this idea
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442 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Charlotte Rix
supported this idea
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57 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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593 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
supported this idea
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497 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Charlotte Rix
supported this idea
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59 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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780 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
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.