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4 results found

  1. Sales Invoice - Update item price when converting quote to invoice

    9 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Anél le Grange shared this idea  · 

  2. User Role - Invoice Only + View Reports

    201 votes

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    94 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we’ve begun rolling out our new Reporting permissions, marking a major shift toward more flexible, configurable roles in Xero.

    You’ll soon be able to grant Invoice only Sales or Purchase users access to specific operational reports without exposing access to all of the organisation's reports.

    We’re currently in a phased release and expect these changes to be available to all users over the coming weeks.

    I’ll swing back again to confirm once these changes are live to all users.

    Anél le Grange supported this idea  · 
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    Anél le Grange commented  · 

    They could be able to view the activity on a contact without having to increase their access to Standard

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    Anél le Grange commented  · 

    Their access to the contacts aspect of Xero, should not be limited, because it links directly to the invoices that they are responsible for.

  3. Permissions | Contacts - Private or limited access to certain contacts

    134 votes

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    submitted  ·  42 comments  ·  Users & setup » User permissions  ·  Admin →
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    Anél le Grange shared this idea  · 

  4. Audit Trail Report

    589 votes

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    84 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

    Anél le Grange supported this idea  · 
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    Anél le Grange commented  · 

    It would be great if the history of users with regards to reports they generated can be seen.