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

    1,162 votes

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    329 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.

    We want to keep you updated as work progresses on this, and I'll be back to share…

    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

    126 votes

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    67 comments  ·  Users & setup » User permissions  ·  Admin →
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    In discovery  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi everyone, we appreciate you taking the time to share how important more flexible payroll permissions are for your teams.

    It's clear that having granular control over who can access different parts of payroll would make a real difference to how you manage timesheets and leave approvals, as well as restrict access to other sensitive areas.

    From research, Payroll is definitely an area we know needs more permission controls for varying roles. This is something our product teams are beginning to explore and do deeper research of. We'll keep you updated as we make progress, and we're grateful for your continued input.

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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  ·