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3 results found
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430 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
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449 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Denise Milner
commented
Being able to schedule invoices would be a fantastic feature. Particularly when going on leave, it would be great to be able to pre-enter invoices & schedule to send at the appropriate date. Please bring this in!!!
Denise Milner
supported this idea
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244 votes
An error occurred while saving the comment Denise Milner
commented
This would be fantastic & so helpful. I have four companies I manage & it would make it so quick & easy to identify which company I am working on if they were colour coded.
Denise Milner
supported this idea
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It would be a great feature to be able to adjust certain permissions within users in relation to bank accounts. In one Xero organisation I have 3 bank accounts and 10 credit cards, however I would like one user to be able to only see 1 bank account and 2 of the credit cards, not all of them.