Settings and activity
3 results found
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506 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.
Kenneth Campbell
supported this idea
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689 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Kenneth Campbell
supported this idea
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201 votes
Hi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!
Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.
We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.
I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.
An error occurred while saving the comment Kenneth Campbell
commented
The majority of our larger customers request the option to spread payments throughout the year. A single due date means the customer is not flagged up for late payment of splits.
The ability to split invoices into multiple due dates would be useful.
In some cases payment terms are renegotiated to give customers more helpful payment terms after the initial invoice is raised, so if an invoice can be raised with the ability to add multiple due dates even after an initial partial payment has been recieved that would be useful.(actually just adding a flag to the invoice to say it has split payment terms which shows up as an indiicator on accounts receivable summary would be a help)
Kenneth Campbell
supported this idea
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This is essential.
and actually might make use of xero illegal in UK and EU due to data protection issues.
We need members of staff to be able to see what payments are made to us in one account. but they should not be able to see what is paid out (including payroll payments to other members of staff) from other accounts.
In the first instance just being able to turn off accounts on the dashboard of certain users would help.