Settings and activity
7 results found
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939 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
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Michelle Bertucci
commented
Wow, this looks messy. Is Kelly even real? Xero just keep going down in my estimation :(
Michelle Bertucci
supported this idea
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724 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Michelle Bertucci
commented
Oh dear, its not looking good for Xero. This is another basic function that should be available as standard, not in discussions or in development. You are arming all of these good people with clear requirements/problems to take to competitors.
An error occurred while saving the comment Michelle Bertucci
commented
Xero seems to think AI is far more important than the basic functions, but their customers won't be around long enough to use the AI if the basic functions aren't there in the first place.
We are currently looking at alternative accounting systems because Xero it is not suitable for our growing business in its current state.An error occurred while saving the comment Michelle Bertucci
commented
This response is very disappointing.
If budget is a problem then why not have an extra level of subscription that allows this type of restriction for bigger companies instead of a blanket fixed system that is not fit for purpose?
We would happily pay a bit extra for the system to match our growing business.
Michelle Bertucci
supported this idea
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515 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Michelle Bertucci
supported this idea
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1,293 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Michelle Bertucci
supported this idea
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349 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Michelle Bertucci
commented
An add on is not acceptable, the ability to restrict report access is business critical. Management reports should have privacy restrictions as standard. Why are Xero being so ignorant to this basic requirement?
An error occurred while saving the comment Michelle Bertucci
commented
Please can we get an update on this feature as it is essential for businesses to be able to control their financial privacy.
Michelle Bertucci
supported this idea
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505 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Michelle Bertucci
commented
Variable user restrictions on bank accounts is vital to privacy within our business.
Michelle Bertucci
supported this idea
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238 votes
An error occurred while saving the comment Michelle Bertucci
commented
This or a similar function would be very useful, especially with the Go Cardless integration.
Michelle Bertucci
supported this idea
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Xero is impossible. Why doesn’t Xero use its own AI to improve the platform and address the issues that customers repeatedly ask for help with? This ridiculously long, drawn-out and painful support process feels completely archaic.