Settings and activity
4 results found
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451 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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607 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.
An error occurred while saving the comment Kenneth Campbell
supported this idea
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182 votes
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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208 votes
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.
An error occurred while saving the comment 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
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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.