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Settings and activity

5 results found

  1. Purchase Order - Link Purchase Order to Bill

    190 votes

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    53 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.

    Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.

    I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.

    Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊

    Anél le Grange supported this idea  · 

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

    8 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Anél le Grange shared this idea  · 

  3. User Role - Invoice Only + View Reports

    167 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  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

    An error occurred while saving the comment
    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.

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

    107 votes

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    submitted  ·  34 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Anél le Grange shared this idea  · 

  5. Audit Trail Report

    570 votes

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    submitted  ·  84 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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.