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23 results found

  1. User Role - Access to specific feature only

    477 votes

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    88 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

    Jo Hempel supported this idea  · 

  2. Bills - Flag a Bill as 'in dispute / query'

    1,222 votes

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    301 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
    Jo Hempel supported this idea  · 

  3. Payroll | Employees - Upload/attach files in notes section

    985 votes

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    261 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.

    As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.

    This is just the initial stages of diving deeper into this work, but steering in the right direction.

    I'll be sure to share any progression around attachments within payroll with you all, here.

    An error occurred while saving the comment
    Jo Hempel commented  · 

    PLEASE PLEASE PLEASE - We really need a the ability to attach the employee contracts, sick certificates etc.

    Jo Hempel supported this idea  · 
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