Settings and activity

3 results found

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

   495 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   278 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

   Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.

   You'll have the ability to choose;

   • No access
   • View
   • View and create/edit
   • View, create/edit and adjust stock

   I'll round back again as this begins to rollout. 🙏

   An error occurred while saving the comment
   Alison Gunn commented  ·  24 November, 2022  ·  Edit…  ·  delete…

   How long do we have to wait for this? I added the comment months ago and I do not believe Xero staff have even looked at this thread. Access to inventory and the ability to update prices without all of my bank accounts is essential for my business

   Save Submitting...
   Alison Gunn supported this idea  ·  07 May, 2022

2. Inventory - Option to automatically update Purchase Price from bills

   176 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   58 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.

   Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.

   Alison Gunn supported this idea  ·  07 May, 2022

3. User Role - Restrict access to specific Settings

   456 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   243 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
   Alison Gunn supported this idea  ·  07 May, 2022
   An error occurred while saving the comment
   Alison Gunn commented  ·  07 May, 2022  ·  Edit…  ·  delete…

   I Would like to be able to give access to someone doing my invoicing the ability to update/edit products and services for invoicing without giving them access to bank accounts purchases etc

   Save Submitting...