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  1. Repeating invoices - File attached to generated invoice/bill

    40 votes

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    15 comments  ·  For small businesses » Business features  ·  Admin →
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    Sonya Richardson supported this idea  · 

  2. XPM - Apply Access Restrictions to Client tab

    53 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand the varying levels of access different staff need can differ client-to-client.

    With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.

    Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.

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    Sonya Richardson commented  · 

    Xero single client list has caused unwanted client duplications in our XPM system. A good workaround for this would be if we could apply restrictions to the duplicated client profile in XPM so as not to confuse staff etc.

    We also, like others, have clients that are sensitive eg. Directors of the firm, that we would like hidden from general staff view.

    Sonya Richardson supported this idea  ·