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4 results found

  1. Bank reconciliation - Import spend & receive money transactions

    26 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacquelene Naude supported this idea  · 

  2. Invoices: Repeating Invoices - Bulk Import/Export

    223 votes

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    submitted  ·  93 comments  ·  For small businesses » Business features  ·  Admin →
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    Jacquelene Naude supported this idea  · 

  3. User Role - Access to specific feature only

    316 votes

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    39 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…

    Jacquelene Naude supported this idea  · 

  4. Contacts: Statements - Allow to be sent to Contact Groups

    193 votes

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    submitted  ·  108 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jacquelene Naude supported this idea  · 
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    Jacquelene Naude commented  · 

    This will be a huge improvement. I work with close to 9600 clients and they get billed at different time, meaning statements is sent only when they've been billed.
    So now I have to manually select clients and send statements. And they are not always close in sequence to be able to select multiple.
    The functionality is already there that contacts is grouped, just add the grouping option on the statements screen.