Settings and activity

3 results found

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

   41 votes

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   12 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   We received really good feedback from the teams concept testing. Thank you to all those that participated in this!

   We're now working on building a feature that'll help detect duplicate bills, and help you identify these in your workflow.

   I'll move to working on it and be back to let you all know when this is released for you to get full use of. 😊

   Tracy Yan supported this idea  ·  Jan 23, 2024

2. Block users from posting duplicate bills

   33 votes

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   11 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we're working on a feature that'll help detect duplicate bills, which will help identify when duplicates of the same bill are in your workflow. We'll switch this across to Working on it for now and I'll be back to share more once it's out. 😁

   Tracy Yan supported this idea  ·  Jan 23, 2024

3. User Role - Restrict access to specific Settings

   333 votes

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   197 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  ·  Aug 7, 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  ·  Aug 7, 2023