Settings and activity
4 results found
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416 votes
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.
An error occurred while saving the comment 
Susan Scells
supported this idea
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96 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Susan Scells
commented
If you can not undo deleting, then why keep them. I can under stand is it get the the sent stage as this provide a record of sent quote. But when you are new to your program you sometime make mistake that you what to delete. I'm doing up training Video for my staff these quote will be here forever. Can the Disappear after 30days or better Give the Option to Permanently remove. The only use they would have is to make a copy of them but if they are wrong the you are just copying incorrect information.
Susan Scells
supported this idea
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30 votes
An error occurred while saving the comment Susan Scells
commented
How can this not be part of an accounting software? You have recurring bills but were do bill come from you need to do the Order first. I'm so confused, if you did recurring PO then they can move to bill or better have the Option of it being a bill or a PO - currently it look like I will need to continue sending PO in MYOB. Note this was available in account software over 15 years ago. It is a great idea to have customer input but this basic level of a account software should already be in place. How does anyone function without it. Please tell me I real need to know how to work around this.
Susan Scells
supported this idea
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180 votes
An error occurred while saving the comment Susan Scells
commented
Currently no point using Title and Summary - better to place as a line item in the descriptor at the Start on an invoice. - this would also solve another issue when you have - deliver address that do not match the company that is getting bill as this infomation could be placed in summary.
Susan Scells
supported this idea
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as per other comment at https://central.xero.com/s/question/0D53m00006MiOnvCAF/user-permission-to-products-and-services
This is part of invoicing.