Settings and activity

4 results found

1. User Role - Restrict access to specific Settings

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   243 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… 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  ·  8 comments  ·  Invoices & quotes » Invoicing  ·  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  ·  19 comments  ·  Invoices & quotes » Invoicing  ·  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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   63 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!

   Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.

   We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.

   I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.

   Samantha Harvey supported this idea  ·  20 December, 2023