Settings and activity
3 results found
-
27 votes
Rebekah Bruce
supported this idea
·
-
146 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
Rebekah Bruce
supported this idea
·
-
277 votes
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…
An error occurred while saving the comment Rebekah Bruce
supported this idea
·
This is important so different users within a company and firm that are having to enter AR/AP can view the relevant AR/AP reports without having access to all the other financial reports. Should be an option in the Users screen to give them access to AR/AP reports only.