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6 results found

  1. Invoices/Bills - Sorting Invoice number to be sequential

    18 votes

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    10 comments  ·  For small businesses » Business features  ·  Admin →
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    Annie McCobb commented  · 

    I cannot believe that an accounting system actually orders invoices as a text field and not a number. This is crazy. You could at least give people the option of sorting them numerically.

    Annie McCobb supported this idea  · 

  2. User Role - Allow users access to specific reports

    202 votes

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    103 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

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    Annie McCobb commented  · 

    I agree the gap is too wide. From a GDPR point no employee should ever be able to see another employees expenses but as soon as you approve everyones expenses they appear in the bills to pay screen for all to see - even those with Invoice Only Approve and Pay. Also on Invoice only - no one can add products or edit products in inventory.

    Annie McCobb supported this idea  · 

  3. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    47 votes

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    submitted  ·  13 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Annie McCobb supported this idea  · 

  4. User Roles: Invoice only - Inventory access for invoice only setting

    200 votes

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    submitted  ·  75 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Annie McCobb supported this idea  · 

  5. Invoices - Autofill customer fields

    6 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Annie McCobb shared this idea  · 

  6. Sales Invoices - Field for Customer's Purchase Order Number

    100 votes

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    44 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.


    At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.


    It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.


    In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here. 

    Annie McCobb supported this idea  ·