Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. New invoicing - When sending show organisation's trading name at top of invoice

    201 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    79 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

    Jacki Hocking supported this idea  · 

  2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    478 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    263 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly M (Community Manager, Xero) responded

    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.

    An error occurred while saving the comment
    Jacki Hocking commented  · 

    We need the team member who orders products to be able to update purchase and sell price information, but she does not need access to the bank account or accounting functions. Hence we only want her to have Invoice Only (Purchases) access with access to the Products and Services module.

    Jacki Hocking supported this idea  ·