Settings and activity

33 results found

1. Batch Payments - Ability to 'split' when reconciling

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   12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
   Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

   Alan Oversmith supported this idea  ·  09 June, 2023

2. User Role: Restrict access to Projects

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   submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alan Oversmith supported this idea  ·  25 May, 2023

3. User Roles - Purchases Only access to Age Analysis

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   submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alan Oversmith supported this idea  ·  25 May, 2023

4. User Role - Restrict access to specific Tracking categories

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   submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alan Oversmith supported this idea  ·  25 May, 2023

5. User Permissions | Projects - Read only access to Bills & Invoices of a project

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   submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alan Oversmith supported this idea  ·  25 May, 2023

6. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   submitted  ·  118 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alan Oversmith supported this idea  ·  25 May, 2023

7. User Access - Restrict Invoice only role to Customer list

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   submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alan Oversmith supported this idea  ·  25 May, 2023

8. User Role - Allow users access to specific reports

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   101 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   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 July 2023. Once that’s done, they look forward to pointing more attention to reporting user roles and updating this thread with their progress.

   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… more

   Alan Oversmith supported this idea  ·  25 May, 2023

9. User Access: Payroll - Payroll admin access only

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   submitted  ·  8 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alan Oversmith supported this idea  ·  25 May, 2023

10. User Role: Quotes access only

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    submitted  ·  18 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

11. User Access: Lock Dates - Specify User Access

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

12. User roles: Restrict access to Invoice Settings

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

13. User Role - Restrict access to specific Settings

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    182 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 and sharing further feedback through direct surveys or questionnaires.
    ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
    Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
    We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

    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… more

    Alan Oversmith supported this idea  ·  25 May, 2023

14. User Role - Access to specific feature only

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    23 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 surveys or questionnaires.
    ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
    We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
    We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

    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… more

    Alan Oversmith supported this idea  ·  25 May, 2023

15. User role - Permission to create Spend or Receive monies

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

16. User Role - Ability to share a published report with users

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

17. User Role: Ability to only create drafts + view reports

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

18. Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.

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    submitted  ·  31 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

19. Files - Automatically include specific file attachments when sending from Xero

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    submitted  ·  59 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023

20. Organisation Settings - Ability to set colour of organisation

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    submitted  ·  57 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Alan Oversmith supported this idea  ·  25 May, 2023