Settings and activity
4 results found
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321 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
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Robyn Kearney
commented
This is a major issue for our business at the moment. We are about to commence a large multi million dollar project where we have three staff entering PO's. They really need to have reporting available to them, however this function is not available to them due to the permission levels. Instead, on a weekly or by request basis, I will have to produce the reports for them.
Robyn Kearney
supported this idea
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495 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
Robyn Kearney
supported this idea
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Robyn Kearney
supported this idea
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159 votesRobyn Kearney
supported this idea
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I don't feel the admin response is adequate to the number of user comments regarding this issue. This is a critical issue in our business and on top of this I have other issues to face - such as the downloading of pay slips for the 7+ apprentices we have. "Building on Beautiful" does not help my business.