Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Invoice - Include payment dates in Invoices and Bills exports

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    BT Toh commented  · 

    'Paid Dates' in Sales Invoices or Bill are shown on Xero but disappears when exported. Please include the 'Paid Dates' when exported. Thanks.

    BT Toh supported this idea  · 

  2. User Role - Access to specific feature only

    447 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

    An error occurred while saving the comment
    BT Toh commented  · 

    1. I agree that the permissions for user access should be more granular. This would allow better risk management.

    2. Therefore, it is crucial for a business using Xero to have the ability to :
    a) manage access to sensitive information (i.e. financial, clients, suppliers, and staff)
    b) control changes that can made to our settings including what can be added, edited, and deleted.
    c) segregate between preparer and approver for various tasks and key changes.

    3. Among all other limitations already raised:
    a) I can't give a user access to raise a purchase order or bills and access to supplier contacts without also giving them access to all customer contacts and related financial information such as amount owed by customers and details into how much they are invoiced.
    b) I can't control their ability to add, edit, and delete supplier and client contacts and in some cases banking details.

    4. More granular user access controls would encourage more users to be on Xero, which will be great business for Xero and its subscribers.

    BT Toh supported this idea  ·