Settings and activity
4 results found
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24 votes
We appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.
Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.
Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.
We’ve moved this idea into the Gaining Support stage. It’s now open for voting…
Tanya Clarke
supported this idea
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4 votes
Thanks for sharing this suggestion, Ross. Giving Invoice Only users access to the File Library could make it easier for accounts staff to manage and attach documents without needing broader user permissions.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what File Library tasks would you want Invoice Only users to be able to perform?
Tanya Clarke
supported this idea
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802 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Tanya Clarke
supported this idea
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507 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Tanya Clarke
supported this idea
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In many businesses, administrative, warehouse, and purchasing staff are responsible for uploading raw supplier bills, shipping labels, and receipt visuals directly into the system for matching later. However, because they are on the Invoice Only role, they can no longer access this repository. Upgrading these staff members to a "Standard" user role to restore file access is not a viable workaround for two critical privacy reasons: 1. Financial Sensitivity - It exposes core bank account balances and corporate financial reports (however, this can now be partly resolved through toggling off the Bank Accounts access in the Standard User Permissions), and 2. Data Privacy: It exposes the Organization Settings registry and Accounting Settings, allowing staff to see the full names and personal email addresses of other employees invited via Xero Me. Please introduce a standalone permission toggle for "Access Documents / Files" that can be assigned to Invoice Only users. Alternatively, return the global File Inbox/Documents upload capability to the main dashboard or side panel for all users, regardless of whether they have core Accounting menu access. Businesses need a secure, native desktop way for operational staff to upload supporting documentation directly into the file queue without compromising financial transparency or employee data privacy.