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  1. 114 votes

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    Melanie Birch commented  · 

    @Valerie Hague - this is a great suggestion. The only time I have seen quote data exported. Thank you for helping us more than Xero!

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    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  · 
  2. 234 votes

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    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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    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.

  3. 10 votes

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    Melanie Birch commented  · 

    I totally agree and came here to find other users who also find this ridiculous.

    This is made worse by the fact that Standard users can see paid invoices AND open quotes on the contacts page - ie in one tab.

    For the "invoice only" users the only option is to open 2 business tabs - invoice and quotes, search for the contact in both and keep switching between the tabs.

    The user settings needs to be a picklist, not "pick the role that's closest to what you need".

    @Mariah - other users are making the same point in other ideas. Please upvote their requests too. Maybe we will get noticed!

    Melanie Birch supported this idea  · 
  4. 4 votes

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    Melanie Birch supported this idea  · 
  5. 283 votes

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    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  · 
  6. 73 votes

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    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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    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.

  7. 223 votes

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    Melanie Birch supported this idea  · 
  8. 562 votes

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    Hi everyone

    To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.

    I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…

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    Melanie Birch commented  · 

    The Quotes view defaults to 25 displayed on a page, but with the option of increasing to 50.
    Draft invoices default to 50 but with the option of more.
    The Bank Reconciliation tab shows just 10 with no option. I understand 10 might be the optimum default when optimising system resources but an option to increase when required would be a considerable improvement.

    Melanie Birch supported this idea  · 
  9. 953 votes

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    Hi everyone

    We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

    I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please

    Melanie Birch supported this idea  ·