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

    489 votes

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    271 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.

    You'll have the ability to choose;

    • No access
    • View
    • View and create/edit
    • View, create/edit and adjust stock

    I'll round back again as this begins to rollout. 🙏

    David Shannon supported this idea  · 

  2. Files - Bulk export/print attached files

    655 votes

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    258 comments  ·  Users & setup » Export  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.

    We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.

    For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.

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    David Shannon commented  · 

    I get my clients to provide receipts/invoices for every transaction to be attached to the transaction in Xero. It seems absolutely pointless if these documents can't be exported. A client of mine is being investigated by HMRC and has hundreds, if not thousands of receipts that I've now got to download one by one! This feature should be definitely be on the road map!