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  1. New Invoicing | Copy to - Purchase order

    177 votes

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    127 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate the continued interest and support this idea receives.

    I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.

    I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.

    I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks

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    Peter Morrissey commented  · 

    Our business has customers on annual renewals, making a better system for customers and taking away such a key feature I don't understand. If your making an ever smarter process that is awesome, if not we need the ability to copy quotes and invoices to save time for our admin team. Please bring this feature back

    Peter Morrissey supported this idea  · 

  2. User Permissions - Access to reconcile without viewing balances

    332 votes

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    95 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

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    Peter Morrissey commented  · 

    of course, admin staff is trusted to raise invoices quotes, and chase money, I don't think ever in my life has that coincided with the same employees seeing how much money is in the bank accounts. We are giving the same visibility as the accountant excluding payroll, it just is not right. So now the employees see the bank accounts and next they ask for payrises because they do not see the full picture just the money in the bank. Cant believe this is not considered important. So now I discover they can also see the wages of all the staff......is anybody else not happy with this

    Peter Morrissey supported this idea  ·