Settings and activity
2 results found
-
53 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
An error occurred while saving the comment 
Tamzin Smith
supported this idea
·
-
422 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
An error occurred while saving the comment Tamzin Smith
commented
Has anyone found a software that has this feature? Please advise what other options are out there as my client is so frustrated with Xero and I would love to know what else to suggest to him as he needs to move asap, this function is a deal breaker.
An error occurred while saving the comment Tamzin Smith
commented
So the Xero support case that I logged responded and said that the user can add inventory items - however I have gone through his Xero profile and nowhere is there any option for him to add a new item. He can type a description for something and invoice it out, but then it is not tracked and completely circumvents the stock system and hence stock variances will occur.
Xero - please can you urgently look into giving permissions to invoice roles to add and edit stock items. Judging from the comments below, this is a crucial feature.Tamzin Smith
supported this idea
·
A delivery note is a common document used in good business practice throughout the world. It is a VITAL document in an inventory and invoicing system and I am struggling to understand why Xero can't add a delivery note option on top of the 2 print pdf options already available (invoice and packing slip).