Settings and activity
137 results found
-
470 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.
David Benady
supported this idea
·
-
328 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 David Benady
supported this idea
·
-
27 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
David Benady
supported this idea
·
-
119 votesDavid Benady
supported this idea
·
-
7 votesDavid Benady
supported this idea
·
-
3 votesDavid Benady
supported this idea
·
-
6 votes
Appreciate how enabling your customers to update their own contact information would be helpful and save steps to keep accurate information and interact with your customers.
We don't have any direct plans around this atm, however we'll continue to track the interest this idea builds through the community and share if there are any updates.
David Benady
supported this idea
·
-
4 votesDavid Benady
supported this idea
·
-
5 votesDavid Benady
supported this idea
·
-
13 votesDavid Benady
supported this idea
·
-
29 votesDavid Benady
supported this idea
·
-
15 votesDavid Benady
supported this idea
·
-
44 votesDavid Benady
supported this idea
·
-
19 votesDavid Benady
supported this idea
·
-
22 votesDavid Benady
supported this idea
·
-
8 votes
Hey everyone, thanks for for letting us know that this is important to you. We agree that having an up-to-the-minute view of your bank transactions, every day of the week, helps make managing your finances so much easier.
The great news is that many banks already offer daily feeds that include weekends and public holidays. Since each bank determines the frequency of their feeds, the availability of this can vary.
If you’re with a bank that doesn’t currently send transactions every day, we encourage you to also reach out to them directly to request this from them specifically, and this will help them to inform demand for this.
We’ll keep this idea open for votes and comments to track the demand for this idea in general, and let you know if there are any updates here.
David Benady
supported this idea
·
-
6 votesDavid Benady
supported this idea
·
-
62 votesDavid Benady
supported this idea
·
-
127 votesDavid Benady
supported this idea
·
-
54 votes
Hi everyone, thanks for your feedback on sending statements from the mobile app. We appreciate you sharing how important this is for managing your business on the go.
The product team have reviewed this idea and we're updating the status to Accepted, which means it's an idea they would like to explore, but it isn't currently on the roadmap. We'll keep you updated as things progress.
David Benady
supported this idea
·
This is a minimum requirement, please