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  1. Contacts - Add more than 5 additional people

    45 votes

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    submitted  ·  23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Kimmie Teo commented  · 

    Understand that there is currently a limit of adding up to 5 additional contact persons under a customer's details. We have some clients that require us to send invoices/reminders to more than 5 contact persons. It would be good if Xero can increase the limit.

    Kimmie Teo supported this idea  · 

  2. User Role - Invoice Only + View Reports

    167 votes

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

    Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.

    How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉If you're interested, please use this link to get started.

    We greatly appreciate your ongoing support & valuable input for the reporting team!

    (If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    Kimmie Teo commented  · 

    Agree there should be more flexibility in granting the invoice-only roles view access to reports (such as aged receivables and profit/loss, balance sheet).

    Kimmie Teo supported this idea  ·