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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

    200 votes

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

    Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.

    How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉If you're interested, please use this link to get started.

    We greatly appreciate your ongoing support & valuable input for the reporting team!

    (If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

    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

    129 votes

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    submitted  ·  41 comments  ·  Users & setup » User permissions  ·  Admin →
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    Anél le Grange shared this idea  · 

  4. Audit Trail Report

    586 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.