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

    482 votes

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    266 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋

    Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

    I look forward to updating you as we make progress 🙂 🙏

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    Stuart Palm commented  · 

    The oldest message on this thread on accessible pages is April 20th 2022 - 3 years and nothing done. But Xero looks prettier and know has a useful, sorry USELESS AI tool, so we're all the better off for that.

    Also there's a date when Xero Team shared this idea - March 25th 2015, top of the thread. If that's the case it's 10 years......

    Stuart Palm supported this idea  · 

  2. Reports - Add report to identify lapsed customers (include last invoice date column)

    7 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Stuart Palm commented  · 

    When viewing all Customers in the default list (seeing everyone) it would be really useful to have a column for LAST INVOICE DATE. In our old Sage desktop system you could see the date and sort A-Z, Z-A to get a sense of how long some customers hadn't ordered from us. It was EXTREMELY USEFUL and allowed us to keep on top of customers who may otherwise decide to order products elsewhere. Now, we haven't a clue apart from a Smart List that can either only show no orders for 4 weeks or no orders for 6 months - there is nothing in-between. You appear to have enough white space between the customer details and the We Owe/They Owe Columns to achieve this.

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    Stuart Palm commented  · 

    Dear Xero Developers,

    Could this be done - put in a last invoice date entry against each customer record which is sortable (newest/oldest) and is also exportable to Excel.

    Stuart Palm supported this idea  · 
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    Stuart Palm commented  · 

    I completely agree - I'm guessing it was Sage that you're referring to as I have the exact same requirement. Love or hate Sage, it did have some better features for sales tracking. However, you can build a Smart List in your Customers section - I have attached what you need to do - it's not perfect but better than nothing.

  3. Reporting - Ability to show monthly and weekly Product Sales Report

    29 votes

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    submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Stuart Palm supported this idea  ·