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  1. User Role - Restrict access to specific Settings

    382 votes

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

    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

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    Karen Allbright commented  · 

    I would like to see a roll where someone can manage PRODUCTS only and. not have access to my businesses financials. It's pretty crazy that Xero makes your financials available to people who would be only hided to add products. for example they say they can see everything under the business tab - well that includes a financial snap shot . Impossible to hire anyone to mange products unless you want financials out in the open. There should ALWAYS be an option to restrict users to access your financial info,

    Karen Allbright supported this idea  · 

  2. Invoice - Option for customers to add a tip

    9 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Allbright commented  · 

    As a service business tips are everything to the team. With out the ability to include a tip I have to look for alternate ways since xero doesnt implement the tip option. too bad

    Karen Allbright supported this idea  · 
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    Karen Allbright commented  · 

    I agree! As a service business who invoices after a project all my team looses out on tips.

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    Karen Allbright commented  · 

    Important for all service based businesses.. Your competitors offer it.. so time to get competitive XERO

  3. Quotes - Line numbers for items in quotes

    11 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Allbright supported this idea  ·