Settings and activity
48 results found
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5 votes
Hi MoGio, if this is for viewing your customers you might find Smart Lists allows you to accomplish what you need?
This list can then be exported from your org.
It would be good to get more detail on how this data in one view would help your business in it's day-to-days.
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10 votesTruck Parts
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11 votesTruck Parts
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14 votesTruck Parts
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67 votesTruck Parts
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31 votesTruck Parts
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29 votesTruck Parts
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37 votesTruck Parts
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60 votesTruck Parts
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40 votes
Hey everyone, thanks for sharing your thoughts here - love the drive for efficiency! In case you weren't already aware, Xero does have a number of shortcuts available. Check out our article about tips and shortcuts for the full list.
Meantime, there are a number of other more specific ideas for keyboard shortcuts which you might like to vote too.
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242 votesTruck Parts
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53 votesTruck Parts
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247 votesTruck Parts
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97 votesTruck Parts
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51 votesTruck Parts
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17 votesTruck Parts
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305 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…Truck Parts
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214 votesTruck Parts
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203 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
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35 votesTruck Parts
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