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5 results found

  1. User Access - Restrict Invoice only role to Customer list

    47 votes

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    submitted  ·  11 comments  ·  Users & setup » User permissions  ·  Admin →
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    Anna Anderson commented  · 

    It is also impacting our productivity because you are showing more data than you need to for just viewing the status of an invoice. You need to restrict viewing WHOLE OF SALES data just to see the invoice status. Therefore, the user has to goto executive management level whenever the manager is available to findout. It WASTES time

    Anna Anderson supported this idea  · 

  2. User Role: More options for access rights

    34 votes

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    16 comments  ·  Users & setup » User permissions  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Appreciate your looking through the forums and existing ideas, Tracy. 

    Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.  

    As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when  trying to assign what a user can or can't do in your organisation. 

    While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…

    Anna Anderson supported this idea  · 

  3. Dashboard - Cash flow forecast

    15 votes

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    submitted  ·  4 comments  ·  Users & setup » Navigation  ·  Admin →
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    Anna Anderson commented  · 

    Currently we have tasks scheduled 18 months ahead. We also created a quote with the prices and they are linked to the job tasks when we generate the job. We should be able to get a cashflow forecast based on the scheduled task and the price quoted. The price can be calculated or fixed. the individual prices need to be forecasted by the item in the quote with the price. rather than by the total quote.

    Anna Anderson supported this idea  · 

  4. Search - By Project Name when searching for invoices

    7 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Anna Anderson shared this idea  · 

  5. Invoice - Ability to search invoices using account number

    17 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Anna Anderson commented  · 

    Search Job name when searching for invoices