Settings and activity
12 results found
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367 votes
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…An error occurred while saving the comment 
Mark Allan Gatdula
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9 votes
An error occurred while saving the comment Mark Allan Gatdula
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Super critical for most of our clients who receive advance payments from their customers.
Mark Allan Gatdula
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58 votesMark Allan Gatdula
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10 votesMark Allan Gatdula
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74 votesMark Allan Gatdula
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49 votesMark Allan Gatdula
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
342 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Mark Allan Gatdula
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104 votesMark Allan Gatdula
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126 votesMark Allan Gatdula
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311 votesMark Allan Gatdula
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141 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
Mark Allan Gatdula
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54 votes
Hi everyone, we appreciate the interest in being able to display logos as you need. There are a few different situations mentioned in feedback here and we want to explain and help clarify how logos are shown when using Xero.
The first is how your organisations logo is shown within the invoice email sent to your customer. This is taken from the organisation settings page. There was a period that impacted some customers where the logo quality was being reduced when sending with new invoicing. Taking on board feedback our team implemented a change in new invoicing so this should now be appearing correctly - If you’re finding your logo quality is not showing correctly in the invoice email please do raise a case with our team and they can investigate more on this with you individually.
The second place the logo is shown is on the PDF of…
Mark Allan Gatdula
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Xero needs to prioritise this. They are leagues behind when it comes to user role customisation options. If MYOB, Sage, etc. can do it, why can't Xero?