Settings and activity

2 results found

1. XPM | Job Manager - Add notes column with option to add note

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   23 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks so much for taking the time to share this idea and for adding your feedback here 💙

   We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.

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   Bernard Malunda commented  ·  22 January, 2025  ·  Edit…  ·  delete…

   It would be beneficial if notifications were displayed on the job dashboard in XPM, specifically for each individual job.

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   Bernard Malunda supported this idea  ·  22 January, 2025

2. User Role - Restrict access to specific Settings

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   500 votes

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   246 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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   Bernard Malunda commented  ·  15 August, 2023  ·  Edit…  ·  delete…

   Report viewing should be customizable eg AP's AR's , Sales reports and Purchases reports. Accounts receivables clerks should be able so see sales and AR's e.t.c

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