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  1. Customer statements - Ability to auto email Statements to customers

    1,172 votes

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    339 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    • 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
    Trudy Armstrong supported this idea  · 
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    Trudy Armstrong commented  · 

    Being able to set a desired schedule for automatic statements eg weekly, fortnightly, monthly (particular date of the month). This is a feature that is highly needed. Especially for companies that have a large portfolio of customers.

  2. Permissions: Payroll - Payroll admin limited access

    137 votes

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    70 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for continuing to explain how the current all or nothing Payroll Admin access affects your teams. We’re now developing more granular payroll permissions, starting with separate View, Edit and Approve Timesheets access so timesheet tasks can be delegated without exposing the wider payroll area.

    While the current work is focused on Timesheets access directly we recognise there are other sensitive areas within payroll that you'd like more incremental access to and we'll continue to consider these as our development of permissions evolves.

    I'll come back to share when these Timesheets options are live!

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    Trudy Armstrong commented  · 

    AU Payroll - Payroll Admin Access Levels - Rather than FULL Access: When adding User Permission to Payroll Admin the user has full access to all areas of Payroll. From a security view point it would beneficial to have different levels of access under the Payroll Admin. The current set up exposes businesses to the potential of wrong doings in payroll. 3 Levels as a Suggestion: Level 1 - Full Access / Level 2 - The ability to tick what processes you want the User to be able to do / Level 3 - View Only. There are not enough User restrictions in the Payroll access.

    Trudy Armstrong supported this idea  ·