Settings and activity
6 results found
-
183 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
An error occurred while saving the comment An error occurred while saving the comment 
Melanie Birch
commented
A necessity for pipeline forecasting. I'm bewildered that every other item type (bills, invoices, contacts) can export to CSV, yet quotes can't.
And while you're at it, the ability to import quotes too!
Melanie Birch
supported this idea
·
-
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.
Melanie Birch
supported this idea
·
An error occurred while saving the comment Melanie Birch
commented
User permissions are currently "pick the role that's closest to what you want" and either live with the fact it's too much or workaround the fact that it's too little.
Just give us a picklist!
The gripe that sent me here is that there is no view for "invoice only" users that shows all quotes & invoices for a contact in one place. (Even though they can access this info via the Business menu). "Standard" users can see this info on the contact page.
-
5 votesMelanie Birch
supported this idea
·
-
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…
Melanie Birch
supported this idea
·
-
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.
Melanie Birch
supported this idea
·
An error occurred while saving the comment Melanie Birch
commented
I fully agree that we need a picklist of permissions to avoid giving too many to one user just because they have to do that one thing.
Following on from @Joanne Boardman, currently, any user with "Invoice only" setting has no way of viewing the quote AND invoice history for a customer. They can see all quotes OR all invoices (searching the business menu). Or they can see <outstanding> quotes AND invoices from the Contact page.
Only "Standard" users with bank account access can see all quotes and invoices in the "Money in over last 12 months" area of the contact page.
This is all the more ridiculous given that the information hidden from "Invoice only" users is fully available to them via other menu options, just not in a convenient 1-tab view.
-
348 votesMelanie Birch
supported this idea
·
@Valerie Hague - this is a great suggestion. The only time I have seen quote data exported. Thank you for helping us more than Xero!