Settings and activity

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

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   278 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

   Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.

   You'll have the ability to choose;

   • No access
   • View
   • View and create/edit
   • View, create/edit and adjust stock

   I'll round back again as this begins to rollout. 🙏

   Jane Slater supported this idea  ·  03 July, 2024

2. Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices

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   123 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser… more

   An error occurred while saving the comment
   Jane Slater commented  ·  03 April, 2024  ·  Edit…  ·  delete…

   We want to attach a PDF timesheet to every invoice emailed. Such a pain to have to remember to toggle the box to make sure it gets sent with the invoice every time.

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   Jane Slater supported this idea  ·  03 April, 2024