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7 results found
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765 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Alen Loncarevic
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6 votes
Hi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
Alen Loncarevic
supported this idea
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25 votesAlen Loncarevic
supported this idea
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490 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Alen Loncarevic
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5 votesAlen Loncarevic
shared this idea
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78 votes
An error occurred while saving the comment Alen Loncarevic
supported this idea
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93 votes
An error occurred while saving the comment Alen Loncarevic
commented
An important part of many businesses's is confidentiality. Although everyone is working in the same organisation it is important that each user has access to certain things within their own roles. Quickbooks has done a great job at this and I was shocked to see the little options xero offers.
Most important in my opinion is not allowing users to see everything.
The sales user allows someone to make invoices, view all contacts and receive payments. I want my salesman to only create invoices and not see any purchases, who we are Purchasing from and definitely not receive a payment.
A salesman can make an invoice in person, receive a customers payment in full and then go back to the invoice and edit it to remove items. This leaves an organisation extremely exposed to bad actors.
There should be an option to have a user only make invoices and or approve invoices without being able to receive payments and also the option of not seeing "Suppliers". In xero it auto sorts the contacts as customers and suppliers. its good but not good in this case.
Alen Loncarevic
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We should be able to customize our packing slips the same way we can invoices, quotes and other documents. Many business's use packing slips to hide the value of merchandise and services from truckers and others who pick up merchandise. Its an added step of privacy, some people may want custom writing on their packing slip as they do their invoice. This is not a current option and is extremely important