Settings and activity

4 results found

1. User Role - Restrict access to specific Settings

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   204 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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 surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
   We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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… more

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   Samantha Harvey commented  ·  23 February, 2024  ·  Edit…  ·  delete…

   Absolutely critical.

   Sales staff need access to monitor overdue customer accounts, without having access to view bank account and supplier information.

   Save Submitting...
   Samantha Harvey supported this idea  ·  23 February, 2024

2. Invoices - Add billable expenses to invoices to part-paid invoices

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Samantha Harvey supported this idea  ·  10 February, 2024

3. Invoice - Ability to link an email template to an invoice branding theme

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Samantha Harvey supported this idea  ·  01 February, 2024

4. Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms

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   submitted  ·  47 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Samantha Harvey supported this idea  ·  20 December, 2023