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  1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    430 votes

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    228 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

    Milena Szumlakowska supported this idea  · 

  2. Sales Invoicing - Order acknowledgement

    54 votes

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    20 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

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    Milena Szumlakowska commented  · 

    We are patiently waiting.

    Milena Szumlakowska supported this idea  ·