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382 votes
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…An error occurred while saving the comment An error occurred while saving the comment 
Lezelle Laubscher
commented
I haven't read through all the comments, but I recently moved all our clients to Xero and this is one of the only things (that and not being able to do Supplier Recons on Xero) that they have with the software so far. I get that it's a tricky thing to do. But that's literally the only place where I'd say Sage has a leg up. I could edit permissions and roles for days for every type of scenario by ticking/unticking each ledger/accounting area.
In most setups people have a debtors and a creditors department and then an accountant or someone else processing the bank etc. I need my one client to be able to do budget reports and cashflows, but I don't necessarily want her to see the other reports before I'm done checking and processing on my side.
They also need their Debtors Clerk to have access to the Aged Receivables report and the Creditors Clerk to the Aged Payables. They have to check these reports every other day, but we can't give them access to Standard as they aren't allowed to see the bank accounts. And for someone constantly needing to send it to them is a big hassle. Could you just move the Aged Receivables and the Aged Payables Reports to the Business: Invoices & Business: Bills to pay drop-down menu/tab?Lezelle Laubscher
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1 voteLezelle Laubscher
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18 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
Lezelle Laubscher
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24 votesLezelle Laubscher
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2 votes
Appreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
Lezelle Laubscher
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548 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Lezelle Laubscher
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3 votesLezelle Laubscher
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14 votesLezelle Laubscher
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51 votesLezelle Laubscher
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2 votesLezelle Laubscher
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2 votesLezelle Laubscher
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2 votesLezelle Laubscher
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3 votesLezelle Laubscher
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3 votesLezelle Laubscher
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472 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Lezelle Laubscher
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268 votes
An error occurred while saving the comment Lezelle Laubscher
commented
This will definitely help me. I somehow switch between companies sometimes without realising. So having it colour coded would be amazing.
Lezelle Laubscher
supported this idea
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It is really quite a big drawback for me for an amazing accounting platform such as Xero to not give the administrator access to narrowly defined user permissions. I had a rule with my clients on Sage - once an invoice is sent out to a customer, if you need to make changes do a credit note. It's something so silly, but I LOVED that I could tick that they can't edit invoices after it was sent out.
I love Xero and what it can do. But I really feel Sage was better in terms of giving people access to different areas and things in the accounting software and also with helping you set the permissions in a way that supports your internal processing controls.
Please, Xero, when will this be available?