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  1. Prepayments - Send receipts and remittance advices

    41 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible

    alternative where you could send the prepayment transaction to your customer.

    Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.

    • Change the 'Approved Invoice title' field to Receipt.
    • Deselect the Show unit price and quantity columns.
    • Deselect the tax column.
    • Deselect the Show payment advice cut-away

    We'll continue to stay tuned to the idea here, and let you know if there's change.

    Sabrina Kuipers supported this idea  · 

  2. Subscription - Annual Xero Subscription option

    41 votes

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    submitted  ·  13 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Sabrina Kuipers supported this idea  · 

  3. User Roles: Restrict access to manual journals

    25 votes

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    9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminJonathan Harper (Admin, Xero) responded

    Hi Margaret, thanks for raising your idea here.


    Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals. 


    Does that change your idea here at all?

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    Sabrina Kuipers commented  · 

    Currently all users that can create manual journals can also approve journals. Xero should please design a feature that limits the standard user role to - can create draft journals - while advisors can draft and post journals. This feauture is already in use for invoicing. Some users can draft invoices while others can draft and approve.

    Sabrina Kuipers supported this idea  ·