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210 results found
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60 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
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93 votesElrika van der Merwe
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38 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
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168 votesElrika van der Merwe
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54 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
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11 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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30 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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128 votes
Hi everyone, development for being able to partially bill / part receive purchase orders is well underway. The intention is when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill.
On your Approved purchase order you'll also be able to view amount of items Billed.
We look forward to updating you again as soon as this feature launches. 😁
Elrika van der Merwe
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3 votes
Good to understand the needs of our different customers an that some times you may need to chase a supplier for an invoice, Lezelle.
This isn't something we have plans for atm, but we'll get a sense of the interest from community through your idea here.
Elrika van der Merwe
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5 votesElrika van der Merwe
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89 votesElrika van der Merwe
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9 votesElrika van der Merwe
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6 votes
Hi Tessa, it'll be good to get a sense if there are others in community that are looking for this too.
Right now, to avoid your purchase orders going out without all the necessary detail you may want to consider giving some users Invoice Only - Draft permission.
Elrika van der Merwe
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2 votes
Hi Sadie, we don't have any plans for adding a direct link to the Account within a Bill, however one option for quick access right now could be to add the account you want to keep a watch on to the Chart of Accounts watch list on the homepage. You could keep this open in a separate tab and quickly click into this account when you want to view recent transactions.
Right now we'll start to get a sense of the interest for this here.
Elrika van der Merwe
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154 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Elrika van der Merwe
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2 votes
Hi team, we're starting to get a gauge from the community for interest in this idea. We'll track the support closely and share if there are any updates.
Elrika van der Merwe
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14 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Elrika van der Merwe
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2 votes
Appreciate the feedback, Anthony. We'l start getting an understanding of our community in others that have this similar situation. While it's not something we have plans of extending right now, we'll share if there are any updates.
Elrika van der Merwe
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Elrika van der Merwe
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59 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.
We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know
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.