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  1. Lock Dates - Option to edit invoices due dates within a locked period

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Lisa Clark supported this idea  · 
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    Lisa Clark commented  · 

    Does anyone know if Xero will be looking into this or if there is a work around? I have a client who's period I have to lock as they have a habit of changing sales invoices when the Year End accounts have been produced but they still need to be able to update the due date. I now have to continually unlock the period, change the due date, allow them to email the invoice out and then relock the period

  2. Permissions | Contacts - Private or limited access to certain contacts

    100 votes

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    submitted  ·  32 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Lisa Clark commented  · 

    Does anyone know if this is in the pipeline at all? I have a client who is desperate for certain users not to be able to access transaction information on Contact records due to pay issues.
    It would be so much easier if I could put all employee & Directors Contact records into a Private group that was password protected or you could restrict access to.