Settings and activity
4 results found
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10 votes
An error occurred while saving the comment 
Terence Sadua
supported this idea
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70 votes
An error occurred while saving the comment Terence Sadua
commented
I support this request. Can Xero enable the quote tile from accepted quotations be transferred to Invoices automatically when quote is converted to Invoice? This saves time and eliminates confusion with our clients.
Terence Sadua
supported this idea
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11 votes
Hi all, returning to the idea here I wanted to provide an update in light of recent communications you may have received - We’re making some changes to Global Pay Run to help you manage your payroll more effectively;
- From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date.
- Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run.
This also means that we will not be making any more updates to our Global Pay Run product, and I'll move this idea to Not planned.
Between now and 23 July, as mentioned in my last post the best option here would be to use a pre printed letterhead to print…
Terence Sadua
supported this idea
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605 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment Terence Sadua
commented
For view and access to multiple business bank account in Xero, I suggest viewing access should be restricted according to the Xero role of the user, except for the master user role.
It is important some of the business financial information must not be visible to all Xero user in the business.
Additional bank information like the BSB no is required by the banks in my region to facilitate batch payment. Can Xero allow for this to be included in the supplier contact?