Settings and activity
3 results found
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202 votes
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.
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Luke Hussey
supported this idea
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681 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Luke Hussey
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It would be great if this could be implemented ASAP.
Luke Hussey
supported this idea
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484 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…
Luke Hussey
supported this idea
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This would be very helpful for some of my clients.