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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Elrika van der Merwe
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9 votesElrika van der Merwe
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9 votesElrika van der Merwe
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37 votesElrika van der Merwe
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7 votesElrika van der Merwe
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99 votesElrika van der Merwe
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6 votesElrika van der Merwe
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7 votesElrika van der Merwe
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48 votesElrika van der Merwe
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Elrika van der Merwe
supported this idea
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3 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Elrika van der Merwe
supported this idea
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13 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Elrika van der Merwe
supported this idea
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31 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Elrika van der Merwe
supported this idea
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92 votesElrika van der Merwe
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33 votes
Appreciate your looking through the forums and existing ideas, Tracy.
Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.
As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when trying to assign what a user can or can't do in your organisation.
While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…
Elrika van der Merwe
supported this idea
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163 votesElrika van der Merwe
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21 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Elrika van der Merwe
supported this idea
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9 votes
✨ Hi everyone, thanks for your feedback on batch payment exports for FNB. We appreciate you highlighting how important this is for your payment processing. Your idea has moved to Gaining Support, which means our Community team has reviewed it and it’s open for votes and comments from the community. We encourage you to reach out to others using FNB for batch payments to add their votes and share details about the specific fields you need, as your input helps our product team understand the priority and scope of ideas like this.
An error occurred while saving the comment An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
Elrika van der Merwe
supported this idea
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An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
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29 votes
Hi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
Elrika van der Merwe
supported this idea
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111 votes
Hi team, thank you for the input from you all that helped with our team's research.
Over the coming months we'll be delivering a new purchase orders experience, that'll provide the ground work for new features like the ability to create part bills from a Purchase order.
We understand the appetite from our community in this and will be sure to keep you looped in on progress. 🙂
Elrika van der Merwe
supported this idea
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Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.