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4 results found

  1. Bills - Purchase order number field on bill

    112 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    Michelle Westle commented  · 

    Dext also now extracts PO numbers from bills and it would great to have this field so the PO can flow through into Xero.

    Michelle Westle supported this idea  · 

  2. Xero Sign | Email notification of who has signed in the document pack

    6 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.  


    Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like  🙂

    Michelle Westle supported this idea  · 

  3. User Role - Restrict access to specific Settings

    360 votes

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    209 comments  ·  For small businesses » Settings & user roles  ·  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…

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    Michelle Westle commented  · 

    Ability to refine access to view, or not, bank accounts, separate to other access. Read only view also needs the ability to scale access to everything i.e auditors, to limited to specific areas.

    Michelle Westle supported this idea  · 

  4. XPM - Add Pause button

    152 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

    Michelle Westle supported this idea  ·