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  1. 438 votes

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    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…

    Kenneth Campbell supported this idea  · 
  2. 556 votes

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    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

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    Kenneth Campbell commented  · 

    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.

    Kenneth Campbell supported this idea  · 
  3. 181 votes

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    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  · 
  4. 200 votes

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    Hi everyone, thank you for your continued input and feedback through this idea. Since my last update as some may have seen we have announced a new plan Xero Simple designed to support non VAT registered sole traders and landlords, as they prepare for the next phase of Making Tax Digital. And, that MTD IT will be available for all Xero business plans - see more on my update here.

    While we understand the desire from small businesses in Xero Tax for the UK, our intention is for this to remain a Partner only feature. We'd highly recommend connecting with a Xero adviser if this is a tool you'd like to make use of.

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    Kenneth Campbell commented  · 

    I have been happily using Xero for several years, but now out turnover has passed £632,000 we can't file our Corporation Tax Return.
    Xero Tax is not available to us because we are not an accountanct firm.
    As of Monday we will be looking for an alternative accounting software to migrate to at the end of this financial year.
    Really disappointed.
    When you have software that can do exactly what we want why can't we get access to it as businesses?

    Kenneth Campbell supported this idea  ·