Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. User Role | Invoice Only Users: Ability to remove and amend invoice amounts

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Syed Muzaffar supported this idea  · 
    An error occurred while saving the comment
    Syed Muzaffar commented  · 

    We are encountering a limitation within the current user roles that is hindering our Sales team’s efficiency in managing customer accounts.

    The Issue:

    The existing 'Sales (Invoice Only)' role does not provide the necessary permission for sales staff to amend, edit, or delete payments applied to invoices. This is critical for adjusting client balances quickly during the sales and collection cycle.

    The only alternative role grants full access, including Purchases/Accounts Payable, which we cannot provide to the Sales team due to internal control policies.

    The Request:

    To ensure our Sales staff can manage the revenue process without accessing sensitive financial data, we require the creation of a customized user profile that allows:

    Full access to Sales & Invoices (create, amend, edit, delete).

    Full rights to apply, edit, or remove payments against customer invoices.

    NO access whatsoever to the Purchases module, Bank Accounts, or General Ledger entries.

    Could you please confirm if you can create this granular, customized profile for our sales users?

  2. Account Transactions Report - Show Invoice Date and Paid status

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Syed Muzaffar shared this idea  ·