Settings and activity
3 results found
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36 votes
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Joe Van Elburg
supported this idea
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Joe Van Elburg
supported this idea
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501 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Joe Van Elburg
commented
Users - allow for full customizability of users in Xero.
I have a client that needs to have users to just invoice for sales. This is needed as the upgraded access to standard gives them access to the bank account and payables, potentially more confidential information. They can create invoices, edit and pay them. Unfortunately one the payment is posted, they can no longer edit the invoice and needs to contact the bookkeeper every time they need something changed. It would be nice to have full customizable user access in Xero where you can tailor to the specific needs of the client.
Joe Van Elburg
supported this idea
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There should be an option to Show Payment Date on a paid invoice. When you preview, print or email an invoice that has been paid, it just shows "Less Amount Paid". There should be an ability to show that item in the invoicing options in Xero.