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25 votes
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Annie McCobb
supported this idea
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217 votes
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…
An error occurred while saving the comment 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
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53 votesAnnie McCobb
supported this idea
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422 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Annie McCobb
supported this idea
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8 votesAnnie McCobb
shared this idea
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131 votes
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
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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.