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

    210 votes

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    83 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (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

    495 votes

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    278 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.

    You'll have the ability to choose;

    • No access
    • View
    • View and create/edit
    • View, create/edit and adjust stock

    I'll round back again as this begins to rollout. 🙏

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    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  ·