Settings and activity
11 results found
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167 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉If you're interested, please use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment An error occurred while saving the comment 
J Prescott
commented
I think short of sleeping with the CEO (volunteers?!) then this is never going to happen. Clearly there is a problem with the way the software is constructed that means this is too big a rewrite for Xero. Competitors take note - we may be sleeping with you soon!
J Prescott
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10 votes
An error occurred while saving the comment J Prescott
commented
I agree. Never had this problem with Go Cardless's integration with Sage
J Prescott
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318 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment J Prescott
commented
It seems that Xero has its priorities wrong. Users are clear that this is a priority. Prettying up the interface isn’t
An error occurred while saving the comment J Prescott
commented
Why don’t Xero justify their lack of action on this? Is it difficult to program?? Are they short of staff? Don’t they care about their customers? Xero, what is the problem?
J Prescott
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94 votesJ Prescott
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447 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.
J Prescott
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158 votesJ Prescott
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9 votes
An error occurred while saving the comment J Prescott
commented
Please hold filters in place
J Prescott
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1 voteJ Prescott
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2 votes
An error occurred while saving the comment J Prescott
commented
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to.
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Voted!J Prescott
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23 votesJ Prescott
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An error occurred while saving the comment J Prescott
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'Pay Now' is so confusing for customers who have set up their direct debit with us already. Having just started with XERO I can foresee that my existing customers will be contacting me in droves to say that they have already set this up. In support conversations I am told that Xero can't tell whether a customer has or has't set up their DD already. But they can - this information is available in settings, so there is a flag in the system. To be honest it's obvious that there has to be a flag, it just needs USING to take this off where a customer already has their DD in place. The function of the invoice is merely to remind the customer of the date and amount of their next payment. This is a pretty fundamental bit of communication with customers and Sage already have this sorted. To summarise: if a customer already has a DD in place, they shouldn't see a 'pay now' button as their payment should already be automated.
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2 votes
An error occurred while saving the comment J Prescott
commented
Needs to be easier to see what is happening with mandate setup
J Prescott
shared this idea
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I have just logged a poor review on Trustpilot. Comments in here are not responded to and Xero never justifies ignoring this request.