Settings and activity
9 results found
-
8 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.
Emma Goodsell
supported this idea
·
-
5 votes
Hi Rozane, thanks for raising this idea. We can see how being able to export contacts with Invoice Only permissions could help businesses delegate tasks to team members without giving extra permission.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand the workflows where this level of access would be valuable.
Emma Goodsell
supported this idea
·
-
75 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.
Emma Goodsell
supported this idea
·
-
184 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Emma Goodsell
supported this idea
·
-
51 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Emma Goodsell
supported this idea
·
-
18 votes
Thanks for raising this with us, this was great Feedback. We are continually enhancing Xero and specifically the new Smart Doc Capture feature, so its great to hear what our customers want to see. The option for a search function in Files is something that our Product team is currently developing and we will round back to this idea and update you when this is is released.
An error occurred while saving the comment Emma Goodsell
supported this idea
·
-
28 votes
Thanks for all the engagement within the community so far. The feedback here makes it clear that automatically picking up the tax rate from uploaded documents could be a useful improvement to the invoicing workflow.
I’ve updated the status to Gaining Support so we can continue tracking the conversation. If there are particular scenarios you’d like this feature to handle, let us know below.
Emma Goodsell
supported this idea
·
-
94 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment Emma Goodsell
commented
Totally agree! I had many clients using Files to upload there invoicing and then i would create bill but they also put things on the organise there files. Then one day everything has moved to archive and now you can no create folders in the inbox! Some of these clients have not come away from using it and using other ways or i am getting a load of emails with files attached to it. Put it back to how it was! It worked!
Emma Goodsell
supported this idea
·
-
106 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Emma Goodsell
supported this idea
·
Is there anyway that a search bar can be introduced to Documents? Once they are archived sometimes it can be really hard to find things if they have not been allocated to a folder. Overall though a search bar in documents would be helpful?