Settings and activity

3 results found

1. Bills - Copy to invoice

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   6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another. 

   As noted earlier there are a couple of existing options that some may be able to make use of like;

   • Using Billable expenses to mark items of your bills as an on charge to your  customer which can be easily added when the invoice is created for the customer later on, or 
   • Perhaps entering the invoice first, and then copying the invoice to a bill

   We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience. 

   While we're tuned into the idea for being able to copy a bill to an invoice, being open this isn't something we have direct plans for in the near term, but we will share if there's any news or change, here. 

   Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another. 

   As noted earlier there are a couple of existing options that some may be able to make use of like;

   • Using Billable expenses to mark items of your bills as an on charge to your  customer which can be easily added when the invoice is created for the customer later on, or 
   • Perhaps entering the invoice first, and then copying the invoice to a bill

   We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience. 

   … more

   Stephan Pretorius supported this idea  ·  27 July, 2023

2. User Role - Restrict access to specific Settings

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   182 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
   We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

   Stephan Pretorius supported this idea  ·  07 June, 2023

3. Hubdoc - Ability to filter documents by the user that uploaded

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   5 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Stephan Pretorius shared this idea  ·  02 September, 2022