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  1. User Role - Access to specific feature only

    448 votes

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    83 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Gouwah Rinquest- Jaipal supported this idea  · 
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    Gouwah Rinquest- Jaipal commented  · 

    2 years later and we are still asking Xero for this simple feature - I feel like this is not requesting the impossible, yet we are not being heard. It should be a standard setup in any accounting system as there are employee levels in every business
    Junior staff should not be able to access our balance sheets and income statements or bank balances.

  2. Customer Payments - Payments on Account, instead of Overpayments/Prepayments

    45 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Gouwah Rinquest- Jaipal commented  · 

    HI Xero

    It would be nice to have an option when allocating a payment to a customer's account to select whether it's an overpayment or just a payment received. The phrase "overpayment" can be misleading to a customer when they see it on their statement and their account is in actual fact not in a credit.

    1. when you are reconciling your bank account and waiting for remittance from a customer to allocate the payment received, you want to allocate the payment to the customer's account so that your age analysis is correct however it is not an overpayment, it is just an unallocated payment. the word overpayment is misleading.

    2. When the customer has actually overpaid an invoice accidently. This would then be the appropriate wording of "overpayment", and the account would then be in a credit.

    Gouwah Rinquest- Jaipal supported this idea  · 

  3. Lock Dates - Allocate Overpayments to Bills before a Lock Date

    18 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Gouwah Rinquest- Jaipal supported this idea  · 

  4. Bank Reconciliation - Recording refund through bank reconciliation tab

    55 votes

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    6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gouwah Rinquest- Jaipal commented  · 

    I do agree with this. it is a duplication of effort when one has to go create a bill only to apply a credit to a supplier or customer account. and then set it off against the bank reconciliation.