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318 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…
Gillian Campbell
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145 votesGillian Campbell
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100 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Gillian Campbell
commented
I agree that we should be able to delete these 'deleted' quotes. I have just started trialling this and set up a few test quotes, without realising these would remain forever. It's really not great that we can't even archive these. I'm sure there must be a fairly simply fix so please look into this for us.
Gillian Campbell
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It would be advantageous if someone with Invoice Only user access could be given the option to view reports on Quotes/Receivables. Our users input quotes and sales invoices and have to report back to managers with which quotes are still open etc. If they could see the 'All quotes summary report' this would be really helpful. It would also be great if they could see the reports relating to Receivables. This could be an optional add on to the Invoice only role rather than standard access.