Settings and activity
2 results found
-
455 votes
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…
An error occurred while saving the comment -
442 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
100% back the comments below. There needs to be some kind of way of setting restrictions that is in between 'invoicing' and standard. As we have staff who process purchase invoices for us, and it would be helpful for them to be able to access the aged payables so that they can reconcile purchase information they have inputted to Xero, with supplier statements, and be able to get a drill down if there is a difference between the two so that they can check what's missing or if they have made an error. I am being told the only option is to give standard access. This then gives access to sensitive informaiton like bank accounts etc. Which is really not good enough. So the only way for me to tackle this is to keep the person restricted at purchase invoices only, and I am having to print off the aged payables totals, then print the drilldowns of the informaiton of each supplier that doesnt match our supplier statements. This is causing me time, whereas the person doing this job, should be able to do all of this herself. (Without having access to other areas that are outwith her brief)