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5 results found

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

    38 votes

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    submitted  ·  2 comments  ·  Users & setup » User permissions  ·  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

    45 votes

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    submitted  ·  6 comments  ·  Users & setup » User permissions  ·  Admin →
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    Travelworld Concierge supported this idea  · 

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

    111 votes

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    39 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  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

    320 votes

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    94 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

    Travelworld Concierge supported this idea  · 

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

    36 votes

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    submitted  ·  11 comments  ·  Users & setup » User permissions  ·  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