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  1. Bills - View bills awaiting payment without a planned payment date

    47 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

    Adam Sheppard supported this idea  · 
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    Adam Sheppard commented  · 

    This feature would be really helpful with organising future payments.
    While you can currently sort by Planned Date, because you can only sort by one field, it would be helpful to be able to 'filter' bills that do not have a Planned Date, so that we can still use the sort feature to group suppliers or dates or amounts.

  2. Reporting: Account Transactions Report - Show Files icon & number attached

    104 votes

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Adam Sheppard supported this idea  · 

  3. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    463 votes

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    260 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

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    Adam Sheppard commented  · 

    Staff that have access to invoices, need to be able to add products to use on those invoices, without having full Xero access or bank access.

    Please add this as a permission setting.

    Adam Sheppard supported this idea  ·