Settings and activity
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137 votes
An error occurred while saving the comment Jonathan Bergman supported this idea · -
422 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
An error occurred while saving the comment Jonathan Bergman commentedThere should be the ability to select inventory access for users that have invoice only access.
For example, my office manager handles all the invoicing as well as all of the stock and inventory management. Currently he cannot access inventory to add new items or change pricing without the ability of seeing all of the bank accounts. Second tier management should be able to access invoicing and stock control without seeing critical financials. I suggest that a tab be added to the settings for users to allow inventory to be accessed at the invoice only level user.
Alternatively, make bank record access, bank reconciliation and bank accounts a selectable feature in all levels of settings so they can be excluded whilst giving permission to specific other features for users. I would love to see this happen because I have an office manager who runs my business for me but as a managing director, I have to enter all the stock items myself to ensure that he does not have access to the bank account information.This is not an incredibly valuable use of my time.
Xero, please look into this.
Jonathan Bergman supported this idea ·
I need to be able to take deposits through stripe that will apply to an invoice leaving a balance to pay. An option to enter the amount to pay instead of the invoice total only.