Settings and activity
22 results found
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224 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Jacco du Toit
supported this idea
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An error occurred while saving the comment -
41 votes
Thanks for the added detail here, Samantha.
@Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too.
Jacco du Toit
supported this idea
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11 votes
This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.
Jacco du Toit
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25 votes
Hi Margaret, thanks for raising your idea here.
Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals.
Does that change your idea here at all?
Jacco du Toit
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27 votesJacco du Toit
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36 votesJacco du Toit
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136 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
Jacco du Toit
supported this idea
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114 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
Jacco du Toit
supported this idea
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40 votesJacco du Toit
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319 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Jacco du Toit
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48 votesJacco du Toit
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46 votesJacco du Toit
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33 votesJacco du Toit
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38 votesJacco du Toit
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44 votesJacco du Toit
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78 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Jacco du Toit
supported this idea
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486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
Jacco du Toit
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158 votesJacco du Toit
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122 votes
Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
Jacco du Toit
supported this idea
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An error occurred while saving the comment Jacco du Toit
commented
I would like to promote this as a practical feature. Currently it is only used to link supporting documents to transaction documents. This feature is available in other software and it would be of excellent value if a company can use this to file company secretarial documents for example, keeping all documents in the Xero database as opposed to storing documents separate in other locations.
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Jacco du Toit
supported this idea
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An error occurred while saving the comment Jacco du Toit
commented
Unfortunately, many other cloud-based systems are one ahead of Xero in this area.
Xero's user access settings are EXTREMELY limited. Other systems offer the basic requirement to set user access at a granular level. This is a basic requirement in.
A good starting point is to focus on the reports. The way the access settings are structured is manageable to a lesser degree, but without the ability to limit access to reports, it is then impossible to effectively manage user access.
For example, a user with "Invoice Only" rights may need limited access to reports, but this level does not allow any access to reports.
Or, a user with "Standard" access rights may not be allowed to process invoices or bills since the user is processing the cashbook, but this profile allows access to both. This is a general internal control risk. YOU, being Xero, realises that you are providing a system with INTERNAL CONTROL RISKS.
I truly hope that these requests are being considered with high priority.
Jacco du Toit
The Quote screen provides and option to use the "Title" and "Summary" fields that is an excellent feature. However, this fields do not transfer to the invoice, nor are they available to be included with a new themed invoice template. My clients expected the data to be transferred to the invoice as well. The feature is used as a referencing function by the clients when they receive queries from their customers, or if the need to follow up on a query.
This is a case where a system feature is implemented in a process, which is now causing additional admin overhead. It seems if the development were not thought through properly on this matter and it would have been better in my case if it didn't exist.
Please consider updating the process to transfer these fields to the invoice.