Settings and activity
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39 votes
Maria Li Volti
supported this idea
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296 votes
An error occurred while saving the comment Maria Li Volti
commented
Totally agree with having the ability to send invoices, Purchase orders and statements to different emails.
One of my clients is a shop fitter and we send emails to their sales team which have a different email to the accounts department. Hence at the moment we are sending invoices & PO to both emails address. It would be great if this could be split so only the appropriate department received email.Maria Li Volti
supported this idea
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26 votes
An error occurred while saving the comment Maria Li Volti
commented
Our Project Managers/Employees use purchase orders everyday for materials on job sites and attach invoices, so our accounts department can convert to bill and pay immediately. Therefore it would save our accounts time with downloading invoice and attaching to bill. If there is the possibility of invoice being copied over when PO is converted to Bill.
Maria Li Volti
supported this idea
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34 votes
An error occurred while saving the comment Maria Li Volti
commented
This function is very critical, as i have many clients and exporting to excel and manually entering figures is time consuming and figures are not always correct as do not filter to outstanding GST balance at end of sheet.
Maria Li Volti
supported this idea
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422 votes
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.
An error occurred while saving the comment Maria Li Volti
commented
I totally agree with everyone's comments as to why Xero cannot make a simple change for User Roles so staff to only access Purchases/Sales only and not all the financial side of a business.
It would make my job easier and my frustration not as intense if this was made available to all.
I totally agree why can't we have user role which allows to be able to pick either or Both Sales and Purchase orders, quotes and invoices.
Can we please have Xero Support look at adding this function as it would prove most helpful for some clients.