Skip to content
← Share and support customer ideas for Xero

Users & setup

Customer ideas for converting to Xero, navigation and organisation set up

Learn about the forums, how to contribute and create a good idea on Xero Central

Users & setup

Categories

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

2 results found

  1. Allow user access to Sales and Purchases only without having to have standard access

    This will be beneficial where staff need to access sales for invoicing and purchases for bills but employers dont want them to have access to bank or other areas. Currently you can have Purchases OR Sales, but you can't have both.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  User permissions  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Chrissy! Did you know it's already possible to do this in Xero?

    You can give a user the Invoice only Approve and Pay (sales and purchases). An invoice only user with the approve and pay (sales and purchase) permission has access to invoices, bills, credit notes, quotes and purchase orders. You can see more about this here.😊

  2. Xero HQ - Ability for practice staff to create client groups

    Some of our practice staff have permissions to create clients and also were ableto create client groups for the new client to be added to. With the new Xero Centralisation, those staff can no longer create client groups, or add clients to a group. To allow this we would have to increase their permissions to Practice Administrator. This new required level of access is over the top, just to allow someone to create a client group.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  User permissions  ·  Admin →
    Existing functionality  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi! Following feedback from our partners, it is now possible for standard users to edit, create, and delete groups in the new partner experience. Thanks for sharing your idea, and letting us know the changes that matter most for you.

  • Don't see your idea?