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← Share and support customer ideas for Xero

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4 results found

  1. Invoice - Prompt Payment / Settlement Discount

    330 votes

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    submitted  ·  100 comments  ·  For small businesses » Business features  ·  Admin →
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    Marci Mitchell supported this idea  · 

  2. Reporting - Add Notes to Statement of Cash Flows

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Marci Mitchell supported this idea  · 

  3. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    430 votes

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

    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.

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    Marci Mitchell commented  · 

    Particularly useful for Sales Invoicing Clerks who also need to manage the Inventory Items as a convenience to typing, rather than for Inventory Management.

    Marci Mitchell supported this idea  · 

  4. Contacts: Statements - Allow to be sent to Contact Groups

    193 votes

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    submitted  ·  108 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Marci Mitchell commented  · 

    @Jade Bai Nice work around! thanks for sharing! Although WHY Xero hasn't prioritized this fix (it's been mentioned for TEN YEARS!!) is beyond my understanding!

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    Marci Mitchell commented  · 

    Hi Mariett, make a contact group for the Centralised AP Dept, and run the Aged Receivable Detail Report - filter for that contact group - you can then email the report to the Centralized AP Group. Hope this helps!

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    Marci Mitchell commented  · 

    Here's another comment on this idea - I see that the idea was originally posted in 2013, and nearly TEN YEARS later, we still have no solution? PRETTY PLEASE?!!

    Marci Mitchell supported this idea  · 
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    Marci Mitchell commented  · 

    AGREED!! Yes, this is a must. Xero allows you to create Contact Groups - this I find very useful when creating Invoices but when you want to send Statements to a Contact Group this is not an option!!

    We use contact groups for different categories of Clients, it is counter intuitive to have to manually select (or de-select) Clients just to be able to email statements!! CRITICAL - please fix!