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Settings and activity

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  1. User Roles: Invoice only - Inventory access for invoice only setting

    200 votes

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    submitted  ·  75 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Yvonne Churchman commented  · 

    Hello Team @ Xero

    A reminder for you that we are your future business, please listen to your customers and act as promptly as possible. We are needing to add to our team and are finding Xero increasingly time consuming for management to use when our sales team do not have access to Inventory without having access to the financials of the business. It is unprofessional for our sales team to have access to this information. Surely this is a simply fix in permissions settings which so many of your customers are calling out for.

    I am sure that Xero can be taken to a whole new level when the permissions are fine tuned to your customers needs.

    Please act as soon as possible, New Year, New Xero.

    Thankyou

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    Yvonne Churchman commented  · 

    Thanks Jonathan, I agree 100% with your suggestions, Xero is great but it needs greater flexibility and options to refine user permissions so staff can access products and services and contacts without seeing all the dashboard and bank account activity which does not concern them.

    Yvonne Churchman supported this idea  · 

  2. Products and services - Ability to edit item from list view

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Yvonne Churchman shared this idea  ·