Settings and activity

3 results found

1. Invoices/Bills - Sorting Invoice number to be sequential

   35 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   22 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   An error occurred while saving the comment
   Nathan Op de Coul commented  ·  02 October, 2024  ·  Edit…  ·  delete…

   How is this a thing? Seems so basic haha

   Save Submitting...
   Nathan Op de Coul supported this idea  ·  02 October, 2024

2. Files - Automatically include specific file attachments when sending from Xero

   238 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  72 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Nathan Op de Coul supported this idea  ·  25 October, 2023

3. User Role - Allow users access to specific reports

   296 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

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

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

   We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

   We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

   Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

   We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users have access to within an org.

   As work progresses we’ll be happy to return with more solid updates for you all here.

   Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

   We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

   We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

   Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

   We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users… more

   Nathan Op de Coul supported this idea  ·  27 July, 2023