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376 votes
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…
Barbara Mundell
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107 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
An error occurred while saving the comment Barbara Mundell
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93 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
Barbara Mundell
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6 votesBarbara Mundell
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7 votesBarbara Mundell
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3 votesBarbara Mundell
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6 votesBarbara Mundell
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19 votesBarbara Mundell
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8 votesBarbara Mundell
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221 votesBarbara Mundell
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82 votesBarbara Mundell
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59 votesBarbara Mundell
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7 votesBarbara Mundell
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40 votesBarbara Mundell
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18 votesBarbara Mundell
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15 votesBarbara Mundell
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27 votesBarbara Mundell
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36 votesBarbara Mundell
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34 votesBarbara Mundell
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451 votes
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.
An error occurred while saving the comment Barbara Mundell
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This is so crucial, im having to give staff access to bank balances only to add products...
Barbara Mundell
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This will ensure that we can enforce credit limit and help us understand the exposure of our client.