Invoicing - Deposit option for all users
BRING THE DEPOSIT BUTTON BACK!!!!!!!
Xero rolled out this feature to ALL user roles and then one day it just disappeared! Speaking with support they said Xero has decided to ONLY make it available to Standard and Advisor user roles.
This is terrible especially if you have staff in your team who you need to issue deposit invoices but you don't want them to also have access to bank accounts and sensitive information.
Xero needs to allow ALL users with invoice access to request deposits. It is such a painful procedure now that you have removed this function.
Brian Nasr
shared this idea
Hey Brian thanks for putting this Idea forward we appreciate the context and detail around how this impacts your daily business operations.
We are moving this to Gaining Support and the team will be keeping a close eye on this idea to gauge community opinion, so feel free to share with colleagues and get them to vote and comment and any updates will be posted here.
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Brian Nasr
commented
Thank you - it is a simple solution to a MASSIVE problem. Please consider this as seriously as possible.
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Chris Pogson
commented
Brian is 100% correct with his comments
Please bring back this function asapIn my opinion there needs to be more user role options
It seems to be all or nothing at the moment
Middle management require more features but not all access like banking
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Julia Nixon
commented
Totally agree with Brian, our staff now need to email or call Admin/Standard users to create the deposit invoices.
It would be helpful to have another User Role between Standard and Sales and Purchasing which we could customise to remove banking and sensitive information.