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  1. User Roles - Purchase order only access

    161 votes

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    submitted  ·  41 comments  ·  Users & setup » User permissions  ·  Admin →
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    Jenny Paterson commented  · 

    This is an essential feature. User roles must be broken down further. Employees see sales and purchase figures which is not good practice.

    Jenny Paterson supported this idea  · 

  2. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    425 votes

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    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.

    Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.

    We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.

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    Jenny Paterson commented  · 

    Thanks for not listening to your users who have been with you from the start. Obviously the new subscribers on 90% off plans get higher priority. This is a basic IT requirement - the least number of keyboard clicks. Approve - not Approve and email is commonsense.
    Very unhappy user. Shortcuts don’t cut it. Try and listen to the users not the geeks in the development office.

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    Jenny Paterson commented  · 

    The Approve and email option is causing huge scope for error. Changing the default from Approve was unacceptable. Please change this back asap. Also why move the button to the top of the screen - do you ever ask the user their work flow or only the tech geeks? This change has added several extra key stokes per invoice. Also the date function with two clicks to choose a date is going backwards in efficiency and not forwards.

  3. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    91 votes

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    submitted  ·  21 comments  ·  Users & setup » User permissions  ·  Admin →
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    Jenny Paterson commented  · 

    This is a basic need. Staff should be able to send invoices, purchase orders and set up new employees without seeing all bank accounts.
    Very poor security and needs to be fixed asap

    Jenny Paterson supported this idea  · 

  4. Contacts - Warning if entering contact simliar to existing

    111 votes

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    submitted  ·  36 comments  ·  Contacts & files » Contact  ·  Admin →
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    Jenny Paterson commented  · 

    an obvious problem