Settings and activity
34 results found
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49 votes
Rhonda Comitti
supported this idea
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345 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Rhonda Comitti
supported this idea
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11 votes
Is there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
Rhonda Comitti
supported this idea
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23 votes
We appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.
Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.
Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.
We’ve moved this idea into the Gaining Support stage. It’s now open for voting…
Rhonda Comitti
supported this idea
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2 votes
Hi Zak, thanks for sharing this idea. We understand how having more granular user permissions to prevent specific users from deleting bank transactions could help strengthen internal controls while still allowing users to complete their task.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this permission would be valuable for your business, we'd love to hear more about how you manage bank permission across your team.
Rhonda Comitti
supported this idea
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6 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. Xero’s current roles (including Read only) are intentionally broad, but we know they’re often too ‘all or nothing’. We can’t give a timeline for specific changes to Read only yet, but the direction is definitely toward more configurable roles and tighter control over what view-only users can see.
Rhonda Comitti
supported this idea
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8 votes
Hi Matthew, 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! Cheers
Rhonda Comitti
supported this idea
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7 votes
Thanks for sharing this Idea with us, there is a lot of interest in this area. We are moving this to Gaining Support so you can share wiht friends and colleagues so they can vote and comment!
This is really helpful for the Product team who are able to gauge the community interest. Any updates to this will be posted here.
Rhonda Comitti
supported this idea
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68 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Rhonda Comitti
supported this idea
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29 votes
Appreciate the feedback on the use you found with the previous worksheet.
With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.
Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.
An error occurred while saving the comment Rhonda Comitti
supported this idea
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91 votes
Hi community, we really value all feedback that has been shared through this idea to help our product teams understanding of the needs here.
Enabling this capability has been closely considered and we understand the importance of this feature for customers that make monthly PAYG income tax instalments.
However, we want to be upfront that this work has not been roadmapped yet.
This will continue to be a feature raised in our product teams regular planning sessions and I'll be sure to share if there are any updates on this, here. Thanks
Rhonda Comitti
supported this idea
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18 votesRhonda Comitti
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98 votesRhonda Comitti
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32 votesRhonda Comitti
supported this idea
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26 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
Rhonda Comitti
supported this idea
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44 votesRhonda Comitti
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41 votes
Hi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
Rhonda Comitti
supported this idea
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107 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
Rhonda Comitti
supported this idea
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18 votesRhonda Comitti
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503 votes
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.
Rhonda Comitti
supported this idea
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BAS - G3 GST Free sales & G14 Purchases GST Free Expenses.
It would be great if the new BAS reporting (Activity Statements) showed a GST calculation Worksheet, like the old reports used to. Showing more than just the 5 G figures that it currently does show.
This would make it easier when reconciling the BAS, instead of having to scroll through all of the transactions on the transactions page to find GST free figures.