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7 results found

  1. Batch Payment | Create individual remittance advice for a single bill within a batch

    11 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Mariane Bornelli commented  · 

    THIS WOULD BE DREAMY! I spend so much time editing PDF to provide remittances and worrying I'm accidently sending details of payment of other suppliers in case I saved the edited file incorrectly.

    I don't get it why I can't just select which customer I want to print the remittance for or why I can't see remittances for a contact specifically.

  2. Chart of Accounts - Assign a Tracking category

    107 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Mariane Bornelli commented  · 

    this would be extremely helpful

    Mariane Bornelli supported this idea  · 

  3. User Role - Restrict access to individual bank accounts

    436 votes

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    217 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

    Mariane Bornelli supported this idea  · 

  4. Dashboard - Ability to set up another users dashboard

    5 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

    It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

    If so, I'll merge to keep this feedback altogether. 

    Mariane Bornelli supported this idea  · 

  5. Navigation - Ability to open multiple Xero organisations on different tabs

    79 votes

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    submitted  ·  27 comments  ·  For small businesses » Business features  ·  Admin →
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    Mariane Bornelli commented  · 

    THIS!!! The amount of time spent and lack of efficient workflow from not being able to have multiple orgs open at once in different tabs.

    The work around with different chrome accounts is a way around but not the most effective or efficient either.

    Mariane Bornelli supported this idea  · 

  6. Reporting - Ability to consolidate multiple Xero organisations

    213 votes

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    submitted  ·  79 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Mariane Bornelli supported this idea  · 

  7. Invite user: bulk-invite user to multiple organisations

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Mariane Bornelli supported this idea  ·