Settings and activity
4 results found
-
105 votes
Julie Cawood
supported this idea
·
-
648 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 Julie Cawood
supported this idea
·
-
207 votesJulie Cawood
supported this idea
·
An error occurred while saving the comment Julie Cawood
commented
Come on Xero! This is a basic function of accounting software. The times I have suppliers querying my remittances as invoice and credit allocations are crucial to running an accurate ledger. Where credits are used to part pay invoices, their allocation must be visible to everyone.
-
510 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
An error occurred while saving the comment Julie Cawood
commented
We deal with a lot of parts suppliers who invoice upon dispatch. Sometimes they send the wrong or faulty item but will only release a credit note once the goods are returned. We have a huge purchase ledger so being able to flag up this status, saves the invoice being swept into the next bacs run, which is really important! It just shows that software people are not finance people!
Julie Cawood
supported this idea
·
We have just moved our sales ledger over to Xero from a stand alone system and dismayed that our credit control team cannot have singular access to the one receivable bank account without granting overall permission to view other areas of sensitive financial information and other bank accounts.
Xero - stop trying to add the bells and whistles before getting the basics fit for purpose.