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Settings and activity

7 results found

  1. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    114 votes

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    43 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.

    This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.


    chelsie evans supported this idea  · 

  2. Dashboard - Ability to add sticky notes/notes

    167 votes

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    submitted  ·  47 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    chelsie evans supported this idea  · 

  3. Settings - Set default for 'Show [x] items per page'

    94 votes

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    submitted  ·  44 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    chelsie evans supported this idea  · 

  4. Email Settings - Ability to have separate reply-to email address

    362 votes

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

    Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.

    chelsie evans supported this idea  · 

  5. Bank Reconciliation - Recording refund through bank reconciliation tab

    55 votes

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    6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    chelsie evans supported this idea  · 

  6. Branding - Links to Invoices from custom DOCX Statements

    58 votes

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    submitted  ·  23 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    chelsie evans supported this idea  · 

  7. Files - Automatically include specific file attachments when sending from Xero

    238 votes

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    submitted  ·  72 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    chelsie evans supported this idea  ·