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6 results found
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351 votes
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…An error occurred while saving the comment Alice Senior supported this idea · -
28 votesAlice Senior supported this idea ·
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149 votesAlice Senior supported this idea ·
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43 votesAlice Senior supported this idea ·
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217 votes
An error occurred while saving the comment Alice Senior commentedWe really need to be able to bulk import repeating invoices. We have the same 600 invoices each month and having to change the dates on the CSV and then re-import can be quite time consuming.
Alice Senior supported this idea · -
22 votes
An error occurred while saving the comment Alice Senior commentedHello,
This is critical to our business to ensure that our project costs are accurate. If we do not assign a 'receive money' transaction to the project then the project costs are overestimated.
The only way I can think of getting around this is create a dummy credit note, but this is not the correct way to be keeping records of our transactions.
Please can this feature be added :)Alice Senior supported this idea ·
We would like to see a feature to restrict invoice and bill approvals, so the user only has the option to submit for approval.
Not having this feature is a major financial security issue because bills and invoices can skip the approval process if the person creating them has the option to approve them.