Settings and activity
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670 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
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Heather Martin
supported this idea
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56 votes
An error occurred while saving the comment Heather Martin
commented
It would be good to have a report that combines the History and notes report with the accounts receivable report, We want to be able to see overdue invoices as well as the notes/history so we can see actions taken to chase them. Currently the financial controller does this manually to send round the business but this means she's doing the task twice.
Heather Martin
supported this idea
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The above is critical to us and causing a huge block in the way we run our business. Likewise if it's not resolved we will have to look at other software. We moved from Sage 50 to Xero and it's supposed to have saved time. The permissions to access reports is also a big problem, because the employee chasing overdue monies does not have access to the bank she also can't run reports that would save her a lot of time. Whilst I can access and export/download them to excel she then does not have the links to click through to the customer or invoice. If is effecting our efficiency and at the rate technology is moving I am in no doubt there is other software that would work better....