Settings and activity
30 results found
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518 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.
Gillian Kirkman
supported this idea
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44 votes
Thank you all for sharing your feedback here on your needs for read-only access across Xero. We appreciate this would be especially useful for auditors and other reviewers.
Our product teams are giving this need close consideration as they continue developing permissions across Xero.
While it isn’t currently in the delivery pipeline, we’ll share any updates as this work evolves.
Gillian Kirkman
supported this idea
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7 votes
Thanks for the additional feedback! Understand how having these permissions for the Standard role would be beneficial, and this is something we do want to support but don't have a clear timeframe for just yet.
I'll shift your idea for Accepted right now and keep you updated of any progress around this here.
Gillian Kirkman
supported this idea
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4 votes
Thanks for sharing your feedback. We understand the need for more flexibility around who can create and post manual journals. A dedicated approval workflow could make it easier for teams to delegate journal preparation.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your team, add your vote and share what you'd like the approval workflow to include.
Gillian Kirkman
supported this idea
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4 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Gillian Kirkman
supported this idea
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5 votes
Thanks for sharing this idea and for letting us know you’d like to give a user access to view all previous invoices and create new invoices, without giving them permission to approve invoices 🙂
We’ve opened this idea up for the Xero community to vote, comment and share their feedback. The more support and discussion an idea receives, the better we can understand how broadly this capability is needed.
Gillian Kirkman
supported this idea
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15 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.
An error occurred while saving the comment Gillian Kirkman
supported this idea
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5 votes
Thanks so much for taking the time to share this idea with us. We’re pleased to let you know that it’s now open for votes and comments in Xero Product Ideas. We encourage others in the community who would benefit from this functionality to vote and join the conversation. The feedback and support shared through Product Ideas helps our product teams understand what matters most to customers when considering future improvements.
Thanks again for helping us make Xero better! 😊
Gillian Kirkman
supported this idea
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13 votes
Thanks for raising this, Reshma. We understand the request for more flexible View Only permissions, so access could be limited to specific areas.
I’ve updated the status to Gaining Support so we can continue tracking community interest. What would you want to be able to include or exclude when setting up Viewer access?
An error occurred while saving the comment Gillian Kirkman
commented
Providing support on this. I have client users who want to be able to run reports, eg inventory and profit and loss, which automatically livens up everything including the ability to post manual journals.
There is no link between knowledge needed to run a report for management, and the ability to post a journal - most of these users have no idea what a journal is.
In the new user set up, all the different reports are listed individually with ticks next them but you can't choose which to tick. You have to tick the gloabl one which turns on the bulk of the reports and journals.
It makes no sense - journals should really be reserved for Xero Partner loginsGillian Kirkman
supported this idea
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3 votes
Thanks for sharing here, Julie. We're keen to get a wider sense of interest from users that'd also like to add their own statuses and what these statuses may be.
If there is any progress toward this, I'll let you know here.
Gillian Kirkman
supported this idea
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10 votes
Appreciate you sharing the type of workpapers that will help you get full use out of the new solution, Lyndsay.
We're working on adding more worksheets on the new solution so I'll keep you updated as there are updates here.
Gillian Kirkman
supported this idea
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3 votes
Hi Susan, I've created this idea from your original across here where we can gather support and keep you updated on development.
This is a worksheet our product teams are developing at present 🙂
Gillian Kirkman
supported this idea
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12 votes
Hi everyone, thanks for sharing back here. We released a change a few months back that we hope has solved your needs here and are very keen on your feedback.
Now, when clicking the Attach document or file button in the account line or in the supporting documents section you get both the option to attach a document and link an URL.
Let us know if this meets your needs in this idea.
Gillian Kirkman
supported this idea
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7 votes
Hi Lisa, thanks for sharing this suggestion. We understand that having attachments automatically open in a new browser tab or separate window could make it easier to work across multiple monitors and compare documents while entering or reviewing transactions.
I've updated the status of this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, please add your vote.
Gillian Kirkman
supported this idea
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5 votes
Thanks for raising the idea here, Bianca. We're continuing to develop and enhance new Workpapers so I'll be sure to let you know here if there are any plans made to enable showing the variance as an amount rather than %.
Gillian Kirkman
supported this idea
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1 vote
Thanks for sharing this feedback, Gillian. Having left and right arrow key navigation across wide Workpapers grids could make it easier to move between columns while keeping the account name visible.
For now, you can use Shift + mouse scroll or horizontal trackpad gestures to move across the table.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If direct keyboard scrolling would improve your workflow, add your vote and let us know.
Gillian Kirkman
shared this idea
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22 votes
Hi team, we appreciate all the interest here and why you'd want to remove a document completely if it was uploaded in error, or no longer relevant.
We're continuing to develop our new Workpapers experience and the team have a close pulse on the interest for improvements through this forum. I'll be sure to update if there are any plans made. Thanks
Gillian Kirkman
supported this idea
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26 votes
Great to get insight into the type of Workpapers our practices need. Thanks for voting on the idea here.
Being upfront this isn't in the roadmap at present, however we're keeping a close eye on interest through this forum and will be sure to share if there are any updates for a Livestock workpaper.
Gillian Kirkman
supported this idea
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35 votes
Hi team, we appreciate the interest this idea is receiving and while we don't have immediate plans are watching the feedback around Workpapers that we're receiving through the forum here closely, to help inform the roadmap.
I'll be sure to update you if there's any progress. In the meantime make sure to share this idea wth any colleagues that'd also find this useful to add their support 🙂
Gillian Kirkman
supported this idea
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54 votes
An error occurred while saving the comment Gillian Kirkman
commented
This is for NZ tax but could work across all countries. In Tax Payments a field that shows the tax expected per the tax returns, vs the amount due as imported from IRD.
Often, especially around April/May, we get clients paying provisional tax against prior year income tax and vice versa.
The only way to be sure we are sending correct tax letters is to check every tax payment in XPM against the tax return we filed. Multiple times a year we find payments have gone to the wrong place, so the tax letter creates incorrectly, we then have to do a transfer in IRD and correct the letter.
Some kind of exceptions report, or another column under Tax Payments, which would quickly highlight those who don't match, would be incredibly useful.
Currently rely on old fashioned printing the payments page of the tax return when we file it, and then go through the ringbinder before approving any tax lettersGillian Kirkman
supported this idea
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Add to this Business Users automatically get access to posting Journals if you select view all reports. There is no way to give them access to running a profit and loss, or an inventory report, without also giving posting journals access.
That promotes them to advisor level.
Why, under Reporting, can we not cherry pick the reports we want each user to see? They are all there with a tick next to them that can't be edited