Settings and activity
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55 votes
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
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111 votesAdam Sheppard
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495 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
An error occurred while saving the comment 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
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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.