Settings and activity
6 results found
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164 votes
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
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284 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Melanie Birch
supported this idea
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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.
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4 votesMelanie Birch
supported this idea
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360 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…Melanie Birch
supported this idea
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74 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
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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.
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289 votesMelanie Birch
supported this idea
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@Valerie Hague - this is a great suggestion. The only time I have seen quote data exported. Thank you for helping us more than Xero!