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30 results found

  1. User Role - Allow users access to specific reports

    196 votes

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    101 comments  ·  For small businesses » Settings & user roles  ·  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…

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    Terry Bluck commented  · 

    Agree Ellis, we have no responses from xero on any of the ideas - its like they left the building!

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    Terry Bluck commented  · 

    Yes more flexibility regarding accessibility by user. In regards to dashboard, reports and functions. Thanks

    Terry Bluck supported this idea  · 

  2. Quote - Get a link that can be shared externally

    59 votes

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    submitted  ·  40 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bluck supported this idea  · 

  3. Bills: Add contact - Enter full details from transaction

    16 votes

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

    Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology. 

    Over the coming months you'll see some visual changes as we build and release these updates to Bills. 


    While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement. 

    Terry Bluck supported this idea  · 

  4. Contacts - Different default email addresses for different transactions in Xero

    264 votes

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    submitted  ·  119 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Terry Bluck supported this idea  · 

  5. Sales Invoice - Add Primary person and email when adding new contact

    11 votes

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Terry Bluck supported this idea  · 

  6. Contacts - Sort customers/clients by surname

    28 votes

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    submitted  ·  7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Terry Bluck supported this idea  · 

  7. Products & services - Ability to group items

    36 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bluck commented  · 

    yes needed please.

    Terry Bluck supported this idea  · 

  8. Inventory - Allow Negative Stock On Hand

    70 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bluck supported this idea  · 
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    Terry Bluck commented  · 

    yes useful when the suppliers bills havent been keyed yet but the product is on the shop floor and can be sold.

  9. Inventory - Include supplier’s name and link back to supplier contact list

    50 votes

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bluck commented  · 

    yes to all of this and also an alternate code field.

    Terry Bluck supported this idea  · 

  10. Quotes - Import/Export ability

    126 votes

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    submitted  ·  61 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bluck commented  · 

    Hi, Yes please add this feature.

    Terry Bluck supported this idea  · 
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