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3 results found
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605 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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654 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
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Denise Milner
commented
Being able to schedule invoices would be a fantastic feature. Particularly when going on leave, it would be great to be able to pre-enter invoices & schedule to send at the appropriate date. Please bring this in!!!
Denise Milner
supported this idea
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291 votes
An error occurred while saving the comment Denise Milner
commented
This would be fantastic & so helpful. I have four companies I manage & it would make it so quick & easy to identify which company I am working on if they were colour coded.
Denise Milner
supported this idea
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It would be a great feature to be able to adjust certain permissions within users in relation to bank accounts. In one Xero organisation I have 3 bank accounts and 10 credit cards, however I would like one user to be able to only see 1 bank account and 2 of the credit cards, not all of them.