Settings and activity

3 results found

1. Remittance - Select & send from Account Transactions screen

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   submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Vinny Saporito supported this idea  ·  09 November, 2024

2. Branding - Custom DOCX template for Remittance Advices

   267 votes

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   125 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.

   We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.

   
   

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   Vinny Saporito commented  ·  10 September, 2024  ·  Edit…  ·  delete…

   I feel like this is very important to add on Xero immediately. Currently over 500 individuals are requesting the breakdown of their Remittance Advice. Going within the contact and sending PDFs is an extreme amount of wasted time.

   This would free up a large amount of time, waiting for Xero to complete this task.

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   Vinny Saporito supported this idea  ·  10 September, 2024

3. User Role - Restrict access to individual bank accounts

   517 votes

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   256 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

   Vinny Saporito supported this idea  ·  30 May, 2024