Settings and activity
5 results found
-
27 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
An error occurred while saving the comment 
Chloe Rizzo
supported this idea
·
-
8 votesChloe Rizzo
supported this idea
·
-
316 votes
An error occurred while saving the comment Chloe Rizzo
commented
Would like Xero to consider a feature where you can omit certain invoices from a customer statement. In our situation we have NIL invoices for reporting and WIP Washup purposes for 3rd Party Platforms and these are for internal use only and no need for client to see them.
-
7 votes
An error occurred while saving the comment Chloe Rizzo
commented
Send a single payment receipt for multiple invoices
-
128 votesChloe Rizzo
supported this idea
·
It would be very helpful being able to extract this information in a CSV file of all staff that has access to clients files and what permissions they have. It's not efficient use of our time to have to extract this information manually for reporting etc