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301 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…An error occurred while saving the comment -
107 votes
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91 votes
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167 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
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118 votes
Agree with this idea, many of my client feedback to me that the Xero user role is to limited.
for some example,
1. my client give them staff Draft Only rule, but it can`t create credit note.
2. my client wan them staff to create invoice only, but this rule can`t access Inventory, because the staff need to check stock QTY balance.
3. when give access to auditor for Read Only, the auditor can`t generate the Inventory Report, is that other countries audit no need to check inventory transaction or summary? "Oh! SOFP show closing stock $XXXX, OK Verify!"
At the end all the user access become Standard Permission or Above~