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73 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Chevon Bauer
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296 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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…An error occurred while saving the comment Chevon Bauer
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7 votes
Hi Stuart when you say 'laterally' paid - would this be if the invoice has been paid on a date after the date range that the report has been run for?
Chevon Bauer
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12 votesChevon Bauer
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The ability to restrict certain reports for example having office team members being able to generate debtor reports for credit control without having access to view the banking details. someone below mentioned a tick box to all user to view bank is critical and I agree if we could remove the bank accounts and just allow certain reports far more users would be able to access Xero and do their jobs as normal.