Settings and activity
2 results found
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127 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
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Peter Morrissey
supported this idea
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284 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment 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
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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