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  1. User Role - Invoice Only + View Reports

    142 votes

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    submitted  ·  62 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jan Sheldon commented  · 

    I have budget holders who need access to a specific custom report (and be able to see the underlying transactions) but that is all the user profiles do not restrict access enough to allow this so the user has far more access than they need/should have.
    This means we send the reports via email and have to deal with any queries by enquiring ourselves, this is time consuming and very reactive and hinders budget holders taking ownership and understanding their own numbers.

    Jan Sheldon supported this idea  · 

  2. Contacts - Allow duplicate contact names

    143 votes

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    77 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete. 

    Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.

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    Jan Sheldon commented  · 

    My problem is the similarity of names in Xero if we have bill imports and we have a Mrs Jane Smith and a Jane Smith the upload ends up in the wrong account. If the account code was used (this being a unique reference) then this would work.
    All names are fictious and do not refer to a real person

    This is the same as MohammedTahir down below and I think other posts. Please fix urgently