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1. Contact - Sub Categories

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   5 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate where you're coming from with this idea, Kirsty. 

   Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

   We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

   We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

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   Ellie O'Sullivan commented  ·  06 May, 2024  ·  Edit…  ·  delete…

   It would be really great to be able to have subsidiaries in the contacts, especially for customers. My client uses Groups in a different way so they wouldn't be able to use that work around.
   It makes sending statements and looking at the receivables very cumbersome when there are multiple customers that relate to each other.

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   Ellie O'Sullivan supported this idea  ·  06 May, 2024

2. Bank Feed - Connect SumUp as a bank account

   8 votes

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Ellie O'Sullivan shared this idea  ·  21 September, 2023

3. User Role - Restrict access to individual bank accounts

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   212 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to… more

   Ellie O'Sullivan supported this idea  ·  31 March, 2023