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6 results found

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

    36 votes

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    submitted  ·  16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Elizabeth Steyn supported this idea  · 

  2. User Role - Reconcile without access to approve invoices

    73 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. 

    Elizabeth Steyn supported this idea  · 

  3. User Permissions - Access to reconcile without viewing balances

    245 votes

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

    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

    Elizabeth Steyn supported this idea  · 

  4. Sales Invoice - Automatically send invoices when they are raised

    16 votes

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    5 comments  ·  For small businesses » Business features  ·  Admin →
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    Elizabeth Steyn supported this idea  · 

  5. Contacts - Allow duplicate contact names

    122 votes

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    69 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete. 

    Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.

    Elizabeth Steyn supported this idea  · 

  6. Invoice Settings - Separate Number Sequence for Credit Note

    26 votes

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    7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Elizabeth Steyn commented  · 

    This is especially important where clients migrate from other systems and want to continue with their numbering conventions.

    Elizabeth Steyn supported this idea  ·