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6 results found

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

    52 votes

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    submitted  ·  24 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

    78 votes

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    10 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

    319 votes

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    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

    Elizabeth Steyn supported this idea  · 

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

    18 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

    168 votes

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    88 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

    36 votes

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    9 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  ·