Settings and activity

7 results found

1. User Role - Access to specific feature only

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   25 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct… more

   Laraine Frizzell supported this idea  ·  03 January, 2024

2. User Roles - Purchase order only access

   82 votes

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   submitted  ·  18 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Laraine Frizzell supported this idea  ·  11 December, 2023

3. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

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   submitted  ·  13 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Laraine Frizzell supported this idea  ·  11 December, 2023

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

   212 votes

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   submitted  ·  118 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Laraine Frizzell supported this idea  ·  11 December, 2023

5. Bills - Flag a Bill as 'in dispute / query'

   943 votes

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   192 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

   Laraine Frizzell supported this idea  ·  13 March, 2023

6. 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  ·  delete…  ·  Admin →
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   Laraine Frizzell supported this idea  ·  13 March, 2023
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   Laraine Frizzell commented  ·  13 March, 2023  ·  Edit…  ·  delete…

   We also have the same requirement - access to stock items without access to bank record.

   Save Submitting...

7. Sales Invoices - Pop-up reminder of notes

   51 votes

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   submitted  ·  25 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Laraine Frizzell supported this idea  ·  03 March, 2023