6 results found
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Product & Services - List of invoices/bills
Products & Services - great we now are able to give users access to view/edit etc but can we also give them access to the list of sales/purchases for each product that shows below the product information. Not sure why this does not show when the user also has access to create sales invoices and purchase orders.
3 votesHi Community 👋,
We've updated permissions so that users with Invoice only - Approve & Pay(sales & purchases) access will also be able to see the sales and purchases transactions on the product page.
Thank you for your feedback on this here 🙏
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JAX access approved by admin not subscriber
We should not have to contact our accountant (subscriber) to verify our organisations agreement to use JAX. An organisation admin should be able to do this.
2 votesThanks for sharing and feeding back on how we could improve your use of JAX 😁
Listening to feedback from our customers we understand JAX is most useful when it’s easy to find and use, without extra setup.
This in mind - JAX chat is now available to all Xero customers by default! This means that:
- More people in your business can get quick answers and insights from your Xero data
- You don’t have to manage a separate “opt in” for your organisation
- You can start using JAX as soon as you’re ready, simply by opening it and accepting the terms
We appreciate hearing about the changes that can make a difference for you here in Product Ideas.
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User roles - Allow Products and services as an optional user role
I have managed to do invoice only - approve and pay so that my staff can see all sales, purchases, sales orders and purchase orders but cannot see the banks accounts, however they now cannot see products and services which they need to
2 votesHi Amy, thanks for raising this here. You can assign Product and services permissions to users with the invoice only and read only roles. I've attached a link to our Xero central idea here for further review. If you require further assistance with this, please do not hesitate to reach out to our support team! :)
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User role- Limit invoice only draft only users to their own invoices
User role- Limit invoice access to seeing and working on only user's own invoices. So as to enable different user to work on their own invoices without having access to other user invoices. Only manager should have access to all members of his team .
6 votesHi team, coming back across this idea I wanted to confirm that this is how the Invoice Only - Drafts role currently works - Someone with this role will be able to create and submit bills and invoices they enter to be approved by someone else with the right permissions in the org.
They will only have access to view invoices and bills that they have entered themselves, and will not be able to view bills or invoices raised by others in the organisation.
Danny, it sounds like you're referring to the Invoice Only - Purchase role which will enable a user to raise and approve bills they have entered. The user is not able to access Sales, but they'll be able to view any bills or purchase orders that have been raised by any user in the organisation. We have a somewhat similar idea for a tick box option…
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Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List…
17 votesReleased! 😁You'll find new Filter and Sort options so you can sort or filter by Purchaser, as well as filter by Account to help you zone into and process ideas more efficiently. Thanks for your contributions in product ideas.
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User Role - Access to Products & Services (Inventory) and Purchases/Sales only
Ability to allow individual access to inventory(products & services) and sales in Xero.
Purpose: Enable ability to view different sets of information within an org.
500 votesHi Community! Me again ☺️
I'm happy to share that we have just rolled out these Product & service permissions to all users. To recap the change - within User Settings you'll now find there are multiple options to assign Product & service permission for an Invoice only user
- No access
- View
- View and create/edit
- View, create/edit, and adjust stock
We really value the input we have received from our community in the needs for more granular permissions for Inventory. We believe this new set of options will effectively meet the needs of the majority of our users. Thank you for your input! 🎉🙏
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