Settings and activity
7 results found
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52 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Sharon Toft
supported this idea
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70 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Sharon Toft
supported this idea
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134 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
Sharon Toft
supported this idea
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71 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Sharon Toft
supported this idea
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113 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Sharon Toft
supported this idea
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129 votes
Hi Kelly, and others that have joined the idea here sorry it's taken me a little to round back.
We really value the feedback we've been receiving on the visuals of the homepage and our customers feelings on the sizing and layout of widgets.
- related to sizing of widgets - we have another idea that'd also be good to vote and stay updated on
Regarding any issues on opting out - I connected with our product team, and understand there was a brief issue for a very small group of users right at the beginning of the beta that may have caused trouble for some when trying to Opt out however I can confirm this was quickly fixed and shouldn't inhibit them any longer.
However, it's worth noting that only the Subscriber can choose to opt out and this will remove the experience for everyone within that org, there is…
Sharon Toft
supported this idea
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432 votes
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…An error occurred while saving the comment
We have users set up with various access, the sales team need to have access to add/edit quotes and invoices, along with customer records and tracking categories - they seem to be able to add/edit new clients but not new tracking to match the clients for reporting needs, why does user access need to change - any suggestions?