Settings and activity

13 results found

1. Projects - User Options and Permissions

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   submitted  ·  16 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Mark Thomas supported this idea  ·  06 June, 2022

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

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   submitted  ·  21 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Mark Thomas supported this idea  ·  06 June, 2022

3. User Role - Invoice Only + View Reports

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   submitted  ·  79 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Mark Thomas supported this idea  ·  06 June, 2022

4. User Access: Payroll - Payroll admin access only

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   submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Mark Thomas supported this idea  ·  06 June, 2022

5. User Role - Restrict access to specific Settings

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

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
   We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews… more

   Mark Thomas supported this idea  ·  06 June, 2022

6. 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  ·  delete…  ·  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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   Mark Thomas commented  ·  06 June, 2022  ·  Edit…  ·  delete…

   We NEED this TOO...
   our staff need the ability to enter stock, create purchase orders as well as generate invoices without the ability to see bank account information

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   Mark Thomas supported this idea  ·  19 May, 2022

7. Global Search - Search items by Description

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   74 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm. 

   We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks 

   Mark Thomas supported this idea  ·  30 May, 2022
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   Mark Thomas commented  ·  30 May, 2022  ·  Edit…  ·  delete…

   I need to search description to find cost of product ordered months ago.

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   Mark Thomas commented  ·  19 May, 2022  ·  Edit…  ·  delete…

   It is important for invoice only users to be able to do a price lookup on an item. Especially on Purchase orders and invoices

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8. User Access - Restrict Invoice only role to Customer list

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   submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Mark Thomas supported this idea  ·  19 May, 2022

9. User Role: Quotes access only

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   submitted  ·  25 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Mark Thomas supported this idea  ·  19 May, 2022

10. Quotes - Import/Export ability

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

    Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

    Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

    We'll make sure to update everyone through the idea here if there's any plans made for this functionality.

    Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

    Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

    We'll make sure to update everyone through the idea here if there's… more

    Mark Thomas supported this idea  ·  19 May, 2022

11. User Role - Restrict access to specific Tracking categories

    53 votes

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Mark Thomas supported this idea  ·  19 May, 2022

12. User Role - Restrict access to individual bank accounts

    556 votes

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    272 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

    ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

    Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

    We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to… more

    Mark Thomas supported this idea  ·  19 May, 2022

13. User Role - Allow users access to specific reports

    263 votes

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    130 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31 July 2023. Once that’s done, they look forward to pointing more attention to reporting user roles and updating this thread with their progress.

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31… more

    Mark Thomas supported this idea  ·  19 May, 2022