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  1. Branding - Links to Invoices from custom DOCX Statements

    58 votes

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    submitted  ·  23 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lidia P commented  · 

    As mentioned below by John, "The ability to include invoice links in our custom statements would enhance usability by allowing customers to access invoices directly from their statements."
    We can't use the Standard Statement as it has a huge limitation : it is cutting the Invoice reference to 10 characters, which is not enough for our customers to understand the statement. The Reference on the Standard Statement should be at least 15 characters.
    By including links on Custom statements, we could overcome the Reference limitation.

  2. User Role - Allow users access to specific reports

    299 votes

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

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

    Lidia P supported this idea  · 
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    Lidia P commented  · 

    As a fact, Xero is not used anymore just by Business owners. SME's are also using Xero since it became more advance from when it started some years ago.
    "Staff managing day to day tasks" DON"T NEED accesses to financial reports. Financial Reports (FR) are CONFIDENTIAL information, which shouldn't be allowed to be accessed by "people doing day to day tasks", Only authorised people should have access to FR. It's time for XERO to introduce NEW USER type since it is used by so many SMEs.

    CONFIDENTIALITY of FR should be ON TOP of XERO's priority. We shouldn't wait for years for confidentiality to be implemented. An Accounts Receivable AR or Accounts Payable AP user (AR/AP USER ) with access to AR/AP reports EXCLUDING FINANCIAL REPORTS should be implemented IMMEDIATELY for confidentiality reasons. This is very, very important!!!!