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

    422 votes

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

    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

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    Barbara Wilson commented  · 

    Whilst XERO has been a big improvement on our previous accounting software, this is a major flaw, as it is generally more junior members of staff who maintain inventory and produce PO for frequently purchased items. They do not need to see bank balances. The system needs to be more flexible so that users can tailor what staff do and do not have access to.

    Barbara Wilson supported this idea  · 

  2. Permissions - Individual access to products & services

    14 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    Barbara Wilson supported this idea  · 

  3. Email Settings - Ability to have separate reply-to email address

    323 votes

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    78 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.

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    Barbara Wilson commented  · 

    I agree that this would be a very good addition to the system, also when sending purchase orders it would be easier to send the order directly to the sales team. At the moment I print to file then send a separate email, which is a pain.