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3 votes
Is there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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David Fischer
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464 votes
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's…
David Fischer
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286 votesDavid Fischer
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I did not realize that on the page where you invite users, when you click in a checkbox, that the box expands. It appears that for example, when you click on the Business and accounting box, that the person has access to bills, bank accounts, reports, etc. It is not clear that when you click in the box, that you then have options. Not an ideal user experience!
https://go.xero.com/app/ABCDE/settings/users/invite