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  1. User roles - Restrict Users from updating contact details

    9 votes

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    submitted  ·  1 comment  ·  Users & setup » User permissions  ·  Admin →
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    ABG LAB commented  · 

    It'd be great if there was a way to restrict Invoice Only users from even seeing all the contacts at all. Just only being able to see those invoiced, and maybe just being able to search for them.

    ABG LAB supported this idea  · 

  2. Invoicing - Show Delivery Address on invoices by default

    33 votes

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    7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all the context you’ve shared on how this impacts your workflows. We understand how a simple in-product setting for showing delivery address on an invoice would improve efficiencies for you all here.

    Currently, the best option remains to insert the ContactPhysicalAddress merge field/s with the use of an advanced invoice template.

    However as part of a larger piece of work we’re doing to develop multiple addresses per contact within invoices, this is an idea we’ll be solving for.

    We can’t provide definite timeframes but will shift to In development and share further news as it progresses with you all here!

    ABG LAB supported this idea  ·