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8 results found

  1. Hubdoc - Detect Bank statement when publishing to Xero

    5 votes

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    0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    It's great to hear you find the Credit Note detection useful, and can understand why you'd like to see this for bank statements as well.

    We've reviewed your idea and we'll be keeping a close eye on the support this gains in the forums here.

    If there is any news to share, we'll update you here.

    Gayle Saunders shared this idea  · 

  2. Sales Invoice - Default sales account when entering invoices

    11 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Gayle Saunders supported this idea  · 

  3. AU Payroll - Superannuation Guarantee Charge form report

    33 votes

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    submitted  ·  7 comments  ·  For small businesses » Payroll  ·  Admin →
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    Gayle Saunders commented  · 

    So many of my clients pay late and getting these figures together is time consuming and frustrating.

    PS. Clyde I am using your spreadsheet - hope that is ok?

    Gayle Saunders supported this idea  · 

  4. Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.

    132 votes

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    34 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.

    Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.

    Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.

    During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.

    We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.

    Gayle Saunders supported this idea  · 

  5. User role - Read Only access to reports only

    55 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gayle Saunders supported this idea  · 

  6. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    60 votes

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    submitted  ·  16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gayle Saunders supported this idea  · 

  7. User Role - Reconcile without access to approve invoices

    78 votes

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

    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

    Gayle Saunders supported this idea  · 

  8. Organisation Settings - Ability to set colour of organisation

    287 votes

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    submitted  ·  106 comments  ·  For small businesses » Business features  ·  Admin →
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    Gayle Saunders supported this idea  ·