Settings and activity

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1. Display the ampersand (&) correctly on reports and sales invoice emails

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   0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Riana Burger supported this idea  ·  06 February, 2025

2. User Role - Access to specific feature only

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   48 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

   Riana Burger supported this idea  ·  06 February, 2025

3. Contacts - Ability to search group

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   submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Riana Burger commented  ·  06 February, 2025  ·  Edit…  ·  delete…

   Big need for a way to filter the contacts not yet allocated to a group!
   Also being able to import a list of contacts directly to a specific group.
   Manual searching and allocating is very time consuming.

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   Riana Burger supported this idea  ·  06 February, 2025