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6 results found

  1. Bulk bank feed refresh

    1 vote

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Alison Martin shared this idea  · 

  2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    426 votes

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

    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

    Alison Martin supported this idea  · 

  3. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    84 votes

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Alison Martin supported this idea  · 

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    606 votes

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

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    An error occurred while saving the comment
    Alison Martin commented  · 

    I am so pleased this is now being followed up

    Alison Martin supported this idea  · 
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    Alison Martin commented  · 

    At present if there is a credit note you have to offset it against a bill to pay before being able to Match the totals bills to the payment.
    It would be so much easier and quicker if when going to find and match you could tick the credit note as well as bill EG: Payment for £750 covers bill £1,000 less credit note £250 and see both rather than go to credit note - options-allocate credit - offset against the bill and then see the net amount due

  5. User - Bank feed refresh for read only users

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Martin shared this idea  · 

  6. Contacts - UK specific address fields in contact record

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Alison Martin shared this idea  ·