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  1. User role permission: Invoice Only Purchases - Assign user to see bills paid

    38 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Travelworld Concierge supported this idea  · 

  2. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

    42 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Travelworld Concierge supported this idea  · 

  3. Navigation - Return to previous screen after viewing/editing a transaction

    104 votes

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    37 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.

    We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.

    We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.

    Travelworld Concierge supported this idea  · 

  4. User Permissions - Access to reconcile without viewing balances

    309 votes

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    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Travelworld Concierge supported this idea  · 

  5. User role | Invoice Only - Send receipt for payment

    30 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Travelworld Concierge supported this idea  · 
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    Travelworld Concierge commented  · 

    We just switched accounting system to Xero. We hv multiple users doing invoicing and receipts. Its ridiculous that the users can enter the payment but NOT print the receipt. Apparently they need to have full access to the company bank accounts to be able to print/send receipts.

    Can Xero please restrict bank account and allow this function in the User setting/role allocation