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1 vote
Thanks for submitting your idea here, Robert. Appreciate where you're coming from. Right now, the structure of product ideas categories is similar to the blue navigation within your Xero org so we typically have reporting ideas under Accounting features. Understand how it mightn't be the most intuitive design atm though and this is something that we're considering making updates to. I'll keep you looped in on any change for this here. 😊
Robert Darrow
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1 voteRobert Darrow
shared this idea
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353 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Robert Darrow
supported this idea
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131 votes
An error occurred while saving the comment Robert Darrow
commented
Such a basic function and would align to quotes which do send emails when accepted. I guess the challenge is when does Xero tell you. For payments by stripe it's easy (and essential as the system auto reconciles so you can miss it's been paid as it's so automatic) but for bank transfers it can only happen when book keeper has reconciled the bank feed. Even when Xero auto matches it would be dangerous for owners to assume the specific invoice was paid as it could be wrong one (same amount and same client for example)
Robert Darrow
supported this idea
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168 votes
An error occurred while saving the comment Robert Darrow
commented
Now 4 year old and still zero from Xero. They don't care because everything still pays I think Xero has reached the end for me because other systems are better now. You don't even get notified when juniors draft quotes and invoices. You have to manually check. Rubbish
Robert Darrow
supported this idea
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283 votes
An error occurred while saving the comment Robert Darrow
commented
what a no brainer and a simple workflow.
Why is this taking so so long. You are charging a lot of fees now so there cannot be any excuse about not having enough funding for back end improvements.The market has caught up and will soon overtake Xero due to speed of improvement. This is such a simple workflow we are having to resort to trying to API it ourselves from Xero into Zoho books (which does do this)
Robert Darrow
supported this idea
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459 votes
An error occurred while saving the comment Robert Darrow
commented
very helpful. Currently my staff have no way to improve their drafts as I basically go outside of xero and email them what is mising. they they update and I have to remember to go back in.
The code is already in existance on Xero expenses so this is easy to roll out
Robert Darrow
supported this idea
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like with most systems the idea of preset permissions is always essential but there should be an advance menu where Xero experts can modify and customise roles. For example my team are allowed to draft invoices and quotes. But this means they cannot print the quotes to look nice for Clients. And if they are granted "approval" they basicalyl get full access to my bank account which I do not want. Needs to be set inbetween for senior management who arent members of the board