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294 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…
Jacco du Toit
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93 votes
An error occurred while saving the comment Jacco du Toit
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This is a basic requirement in many types of businesses to create a single item from individual items. Let's call these Retainers, Basket Items, Bundle Items etc.
It is particularly important to track the breakdown of income for these grouped items gauge where you are more profitable. A simple one-liner "Retainer Fee" will not serve this purpose since you lose the make-up of these items.
I repeat myself, we need to create a basket or a bundle by either collapsing the lines on the invoice or, (which will be first price, to create a bundle or basket item consisting of the individual items. And because of the need to track the source of income, the reports and GL postings should be based on the individual items.
The world may be moving towards simplifying everything but need to be wary that we don't lose the detail we need to manage our businesses.
Jacco du Toit
Jacco du Toit
supported this idea
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167 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
Jacco du Toit
supported this idea
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An error occurred while saving the comment Jacco du Toit
commented
This is a basic requirement in many types of businesses to create a single item from individual items. Let's call these Retainers, Basket Items, Bundle Items etc.
It is particularly important to track the breakdown of income for these grouped items gauge where you are more profitable. A simple one-liner "Retainer Fee" will not serve this purpose since you lose the make-up of these items.
I repeat myself, we need to create a basket or a bundle by either collapsing the lines on the invoice or, (which will be first price, to create a bundle or basket item consisting of the individual items. And because of the need to track the source of income, the reports and GL postings should be based on the individual items.
The world may be moving towards simplifying everything but need to be wary that we don't lose the detail we need to manage our businesses.
Jacco du Toit
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