Settings and activity
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46 votes
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10 votes
Alex Clark
supported this idea
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606 votes
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.
Alex Clark
supported this idea
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154 votesAlex Clark
supported this idea
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18 votesAlex Clark
supported this idea
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3 votesAlex Clark
supported this idea
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This, or for staff to only appear on a client's user list once they have actively accessed their account for the first time.
With the current set-up our options are either to grant all staff access to all clients, which is messy and creates confusion for clients.
OR
Try to manage individual access requests as and when they arise, which becomes more and more difficult and time consuming as our practice scales with both client and staff numbers.