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  1. Purchase Orders - Physical Address as default delivery address

    65 votes

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    30 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

    I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

    In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…

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    Jo Newton commented  · 

    Dear Xero
    I support this idea. It definitely would save a lot of time and would automate the process. It also makes sense to have the default address the 'physical' location of the company - not the PO Box which is what is what currently gets defaulted to each time, even if we update it.

    We request and support this change being made.

    Thank you.
    Jo

  2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    422 votes

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

    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.

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    Jo Newton commented  · 

    It would be incredibly valuable for procurement/purchasing officers to view and be able to make changes in this area (this is part of their job!). They do not need to see the rest of the financial accounts.

    Jo Newton supported this idea  ·