Settings and activity
12 results found
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646 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.
Lori Notman
supported this idea
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38 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Lori Notman
supported this idea
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431 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Lori Notman
supported this idea
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717 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Lori Notman
supported this idea
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An error occurred while saving the comment Lori Notman
commented
My sales person just advised that they can see the whole new homepage as a standard user, they can now see all our bank accounts & balances.
That will also mean that our purchasing person can see that & all the income & expenses which is absolutely not relevant to their role.
There needs to far more permission on/off toggle options for each user.
The new page should be for higher management ONLY. -
3 votes
Hi Community 👋,
Thank you for raising this with us and sharing how you're using Products & Services.
Based on feedback we're looking to further update permissions so that users with Invoice only – Approve & Pay(sales and purchases) access will also be able to see the sales and purchases transactions table on the product page. Seeing as this permission already have access to most of these transactions elsewhere in Xero, we appreciate how this change would make things more consistent and easier to work with.
I'll loop back as we begin development! 🙏
Lori Notman
supported this idea
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An error occurred while saving the comment Lori Notman
commented
User with Invoice only access under purchasing, cannot see products transaction history. As they are in charge of purchasing they need to see the purchase history with prices. An additional column of who the supplier was would also be very useful & time saving.
We do not want to change their access as we do not want them seeing the business bank accounts. -
990 votes
Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.
As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.
This is just the initial stages of diving deeper into this work, but steering in the right direction.
I'll be sure to share any progression around attachments within payroll with you all, here.
An error occurred while saving the comment Lori Notman
commented
Again no resolution, just expectation that businesses should use another app that costs more money. Attaching a medical certificate for leave request by either the employee or employer if received after the request has been submitted should be mandatory. Attaching files to employee records should also an option - contracts etc.
Lori Notman
supported this idea
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7 votes
Hi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
An error occurred while saving the comment Lori Notman
commented
It would also be good to see a column of who purchased from so if multiple suppliers you can see at a glance.
Lori Notman
supported this idea
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14 votesLori Notman
supported this idea
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8 votesLori Notman
supported this idea
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211 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Lori Notman
supported this idea
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742 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Lori Notman
commented
What a ridiculous comment:-
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction""
Like we have the time to read every email address when sending like purchasing, remittances etc. Not every person in a business knows who the contacts are for different departments. Suppliers do not want to receive remittances & accounts departments do not want purchase orders as examples.Only a person who doesn't work in these kinds of roles would suggest such an non plausible option. Xero is supposed to make the work easier not more time consuming. Come on please implement this option as matter of urgency.
An error occurred while saving the comment Lori Notman
commented
So important for businesses.
Lori Notman
supported this idea
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An error occurred while saving the comment Lori Notman
commented
Imperative for business - Majority of suppliers have a separate email address for the accounts/remittances. Their sales teams do not need to see the remittances, just as accounts departments don;t want to see every purchase order sent. For a business solution software this is ridiculous. Come on Xero if MYOB & QBO can do this why can't you!
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74 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
Lori Notman
supported this idea
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When a leave request is put in by employee or employer it should not allow if hours unavailable so there is no chance of the balances becoming negative.