Settings and activity
6 results found
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64 votes
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Sadie Mitchell
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316 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…Sadie Mitchell
supported this idea
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71 votes
An error occurred while saving the comment Sadie Mitchell
commented
It also needs Start Date and Termination Date. It's ridiculous having to go into each employee and manually key the data into a s/sheet to add info to the Contact Details Report. The information is in Xero, so should be available in report form.
Sadie Mitchell
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17 votes
An error occurred while saving the comment Sadie Mitchell
commented
We need to be able to add a debit note on our supplier - currently we are having to raise it as a sales invoice and code to direct costs
Sadie Mitchell
supported this idea
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430 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
An error occurred while saving the comment Sadie Mitchell
commented
Totally agree - there needs to be a lot more flexibility on adding users and their permissions. We have to implement procedures for security and audit purposes but Xero does not enable this. Xero has grown in usage and needs to back this up with flexibility.
Sadie Mitchell
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8 votes
Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
Sadie Mitchell
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Loving the fact we can look at the the Business Snap Shot and the new Cashflow Projection which can be made accurate by adding expected payment dates, predicted sales/purchases BUT, not a lot of good if you can't generate a report from it. Day to day it's great to look at but the directors are not looking at the screen and finding this information for themselves! We all know this.