Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Batch Deposit - Include over/pre payment when creating batch

    52 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Nicki Oversmith commented  · 

    Not being able to process refunds and overpayments in batch deposits is a huge inefficiency. The refund and over and under payment processing in Xero is already quite cumbersome - not being able to do it in batch deposits creates even more work.

    Nicki Oversmith supported this idea  · 

  2. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    114 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    43 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.

    This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.


    Nicki Oversmith supported this idea  · 
    An error occurred while saving the comment
    Nicki Oversmith commented  · 

    This function is absolutely necessary to protect vital financial information and maintain proper internal control.