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24 votes
Hi all, thanks for supporting in this idea. For the time being this is something we're continuing to keep a eye on and track interest in, however there are no plans for adding notes to the Sales invoice lists for the time being.
I'll share if there are any updates around this with you all here.
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Adam Bowley
supported this idea
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60 votesAdam Bowley
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50 votes
Hi everyone, we value the detail you've shared about why you need to combine Sales, Quotes, Invoices and Purchase Orders access without also exposing banking or bills.
We’re currently building a dedicated Purchase Orders Only role with options to view, create, edit and approve purchase order that'll help for those that have asked to enable users to raise and manage purchase orders while keeping them separate from broader Purchases access and sensitive bill information.
We recognise this is one part of the wider role flexibility you’re asking for, and we’ll continue to consider how Sales, Quotes and Invoices can be separated in future.
I'l come back to share once the Purchase order permission is fully released.
Adam Bowley
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Should be an easy addition but will allow my colleagues (and directors) to know which overdue invoices have been dealt with.
Also now Xero doesn't pull in the bank as frequently, invoices have often been paid before they are able to be cleared in Xero - this would help to minimise confusion.