Settings and activity
7 results found
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167 votes
Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.
The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.
As we continue to make headway with this, we’ll be back to share more updates with you all.
Daria Salnikova
supported this idea
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11 votes
Thanks Daria, for sharing your idea with us.
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero
An error occurred while saving the comment Daria Salnikova
shared this idea
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259 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Daria Salnikova
supported this idea
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563 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment Daria Salnikova
commented
Any updates on this by any chance?
An error occurred while saving the comment Daria Salnikova
commented
Unfortunately, the link to the form is not loading. Could you please add me to your focus group? This feature is vital to our business. We recently switched to XERO from MYOB and were a bit frustrated as this feature was available to us there. Please inform us of the progress on this development, as our business decisions depend on it.
Daria Salnikova
supported this idea
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446 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Daria Salnikova
supported this idea
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38 votesDaria Salnikova
supported this idea
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36 votesDaria Salnikova
supported this idea
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Could you please familiarise me with the full process? When could this be implemented?