Settings and activity
3 results found
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451 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.
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176 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
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Lacey Easter
commented
This is absolutely crucial. So many people are given casual access to support businesses but they don't need to be advised if the quote is accepted, the business needs to know. It is a surprise that Xero would think that this function is suitable, especially to service anyone with more than one person in an accounts team. By having this as going to personal emails, it makes clients look incompetent when we ask their customers to use this automated system, but the system doesn't tell the company that they're getting the business, they tell the remote data entry person that logs on once a week to do quotes. Very clunky for a software package that is claiming to make business easy.
Lacey Easter
supported this idea
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10 votes
Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
An error occurred while saving the comment Lacey Easter
commented
Absolutely agree with this, I was actually surprised when I found out this could happen after my client had to absorb thousands of dollars because they were used to MYOB automatically having the account code populate :(
Dont know of any circumstance where you would want to quote without ensuring it would look the same when you invoice it
Lacey Easter
supported this idea
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Would love to be kept up to date on this. I have changed so many clients over to Xero and now hit road blocks like this that make them regret their decision and question me. Please review security access