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3 results found

  1. User Role - Reconcile without access to approve invoices

    78 votes

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    10 comments  ·  Users & setup » User permissions  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Tracy Bevan supported this idea  · 

  2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    488 votes

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    271 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋

    Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

    I look forward to updating you as we make progress 🙂 🙏

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    Tracy Bevan commented  · 

    I agree, I have invoice only access but also have admin access to Xero Projects.

    I do not have access to inventory so have to type in new tasks for each project I open which is very time consuming and unnecessary.

    Tracy Bevan supported this idea  · 

  3. Advanced Inventory - Assembly Inventory

    115 votes

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

    Hi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.

    Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.

    Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,

    If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️

    This will be a limited pool, however we'll be back to share outcomes of this work with you all here.

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    Tracy Bevan commented  · 

    It would be really useful to be able to create subtasks under tasks as for some of our contracts staff will be carrying out the same task but charged under deifferent charge rates depending on their experience/qualifications, etc.

    For example Joe Bloggs and Jenny Block carried out survey work but Joe is a surveyor and Jenny is a trainee so the rates will be charged to client differently.

    Tracy Bevan supported this idea  ·