Settings and activity

3 results found

1. Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list

   36 votes

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   12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for sharing feedback on this and voting for the idea here. Our product team are thinking about how they might help alleviate the pain of identifying duplicate bills in Xero. We're at the point where we'd like to get some feedback on their designs and would like to offer the ability to share back with us. 

   ✍️If you'd be interested in participating in concept testing of this feature please fill in this short form

   We may not be able to contact or schedule everyone who registers their interest, however we'll return to share outcomes, and any updates with you here. 😊

   Tracy Yan supported this idea  ·  23 January, 2024

2. Block users from posting duplicate bills

   30 votes

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   10 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate the needs in being able to better manage bills that are being entered and how blocking users could help in understanding true cashflows for businesses. 

   Our product team have been thinking about how they might help alleviate the pain of identifying duplicate bills in Xero. We'd like to get some feedback on early designs the team have and would like to offer the ability to share back with us. 

   ✍️If you'd be interested in participating in concept testing of this feature please fill in this short form 

   We may not be able to contact or schedule everyone who registers their interest, however we'll return to share outcomes, and any updates with you here. 😊

   Tracy Yan supported this idea  ·  23 January, 2024

3. User Role - Restrict access to specific Settings

   301 votes

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   186 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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 surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
   We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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… more

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   Tracy Yan commented  ·  07 August, 2023  ·  Edit…  ·  delete…

   Business unit or area managers need limit access to Xero areas that reflect their responsibilities, without being able to access all areas and all reports.

   As the Admin role of Xero, I should be able to limit their access from my side...

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   Tracy Yan supported this idea  ·  07 August, 2023