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123 results found

  1. User Role - Reconcile without access to approve invoices

    74 votes

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

    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

    Anura Ranasinghe supported this idea  · 

  2. Report Codes - Custom or more User defined

    188 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  3. Budgets - Order by GL account number

    73 votes

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anura Ranasinghe commented  · 

    This is very important when you prepare budget on Excell and upload please

    Anura Ranasinghe supported this idea  · 

  4. Tracking - Ability to import categories

    82 votes

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    submitted  ·  25 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  5. Organisations Settings: Ability to have other language in Xero

    117 votes

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    submitted  ·  55 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

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

    53 votes

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    submitted  ·  14 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  7. Xero Blue | Global Search - By Contact account number

    46 votes

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  8. Files - Automatically include specific file attachments when sending from Xero

    224 votes

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    submitted  ·  70 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  9. Organisation Settings - Ability to set colour of organisation

    252 votes

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    submitted  ·  78 comments  ·  For small businesses » Business features  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  10. User Roles - Purchase order only access

    125 votes

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    submitted  ·  28 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

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

    432 votes

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    228 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.

    Anura Ranasinghe supported this idea  · 

  12. Lock dates - Ability to add password protection

    146 votes

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

    We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.

    Anura Ranasinghe supported this idea  · 

  13. Contact overview - Show all persons on a contact record

    20 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  14. Ability to edit the layout of the Check Voucher

    45 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  15. eInvoicing - Bulk approve & send

    21 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  16. Xero Projects - Add separate field for Project Number

    73 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  17. Xero Projects - Create project from accepted quote

    94 votes

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    19 comments  ·  For small businesses » Business features  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  18. Purchase Order - Link Purchase Order to Bill

    156 votes

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    submitted  ·  41 comments  ·  For small businesses » Business features  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  19. Sales Invoices - Ability to collect an electronic signature

    57 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Anura Ranasinghe supported this idea  · 

  20. Repeating Invoice - bulk update of amounts

    214 votes

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    60 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Anura Ranasinghe supported this idea  · 
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