Settings and activity
3 results found
-
17 votes
We appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.
Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.
Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.
We’ve moved this idea into the Gaining Support stage. It’s now open for voting…
Kirsten Miller
supported this idea
·
-
488 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
An error occurred while saving the comment An error occurred while saving the comment Kirsten Miller
commented
Agree with all of the below commentary, it is ridiculous that we cannot hide bank account details from staff. We need staff to access inventory on hand but do not wish for them to see our bank accounts. When will this issue be resolved, its a massive issue for many , surely this is a priority?
Kirsten Miller
supported this idea
·
-
449 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
An error occurred while saving the comment Kirsten Miller
commented
This has been under review for some time now. We rea getting to the stage of wanting to move providers like many. It is very limiting. We are a small business, but our staff cannot even view stock on hand without having access to all bank accounts and payroll, as well as reporting.
Surely this is a priority.An error occurred while saving the comment Kirsten Miller
commented
While there are only 344+ votes. There is a whole conversation of 6000+ complaints on this front. Perhaps you should email a voting poll to all users and you will find the 1000's of issues with user roles.
Kirsten Miller
supported this idea
·
Thats over a year ago today with no further details made known.
It's quite unbelievable when so many users are requesting this. Surely you can do better?