Settings and activity
3 results found
-
17 votes
An error occurred while saving the comment 
Joe Van Elburg
supported this idea
·
-
552 votesJoe Van Elburg
supported this idea
·
-
296 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Joe Van Elburg
commented
Users - allow for full customizability of users in Xero.
I have a client that needs to have users to just invoice for sales. This is needed as the upgraded access to standard gives them access to the bank account and payables, potentially more confidential information. They can create invoices, edit and pay them. Unfortunately one the payment is posted, they can no longer edit the invoice and needs to contact the bookkeeper every time they need something changed. It would be nice to have full customizable user access in Xero where you can tailor to the specific needs of the client.
Joe Van Elburg
supported this idea
·
There should be an option to Show Payment Date on a paid invoice. When you preview, print or email an invoice that has been paid, it just shows "Less Amount Paid". There should be an ability to show that item in the invoicing options in Xero.