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← Share and support customer ideas for Xero

Settings and activity

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  1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    212 votes

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    submitted  ·  118 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Marci Mitchell commented  · 

    Particularly useful for Sales Invoicing Clerks who also need to manage the Inventory Items as a convenience to typing, rather than for Inventory Management.

    Marci Mitchell supported this idea  · 

  2. Contacts: Statements - Allow to be sent to Contact Groups

    149 votes

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    submitted  ·  83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Marci Mitchell commented  · 

    @Jade Bai Nice work around! thanks for sharing! Although WHY Xero hasn't prioritized this fix (it's been mentioned for TEN YEARS!!) is beyond my understanding!

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    Marci Mitchell commented  · 

    Hi Mariett, make a contact group for the Centralised AP Dept, and run the Aged Receivable Detail Report - filter for that contact group - you can then email the report to the Centralized AP Group. Hope this helps!

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    Marci Mitchell commented  · 

    Here's another comment on this idea - I see that the idea was originally posted in 2013, and nearly TEN YEARS later, we still have no solution? PRETTY PLEASE?!!

    Marci Mitchell supported this idea  · 
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    Marci Mitchell commented  · 

    AGREED!! Yes, this is a must. Xero allows you to create Contact Groups - this I find very useful when creating Invoices but when you want to send Statements to a Contact Group this is not an option!!

    We use contact groups for different categories of Clients, it is counter intuitive to have to manually select (or de-select) Clients just to be able to email statements!! CRITICAL - please fix!