Settings and activity
6 results found
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10 votes
Hi everyone, thanks for raising this. It’s clear that being able to show stock on hand without exposing cost price is important for many teams. Right now, the lack of that level of permission control can mean choosing between giving staff the visibility they need and protecting sensitive financial information.
We’ve moved this idea to Gaining Support so we can track interest and highlight to our product teams how valuable a dedicated permission toggle would be. Please keep sharing your use cases and voting—this context really helps demonstrate the impact.
An error occurred while saving the comment 
Samantha Bugeja
supported this idea
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5 votes
Hi Catrina , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll monitor this space for more traction in the meantime. Cheers
An error occurred while saving the comment Samantha Bugeja
commented
We would like to know if there are any enhancements available to incorporate a delivery schedule within Xero.
Currently, we export the “All Invoices” report by invoice date and generate a separate delivery schedule from this data. We would like to understand if it is possible to streamline this process directly within Xero.
In particular, is it possible to include a delivery date field on invoices that can be used to generate or feed a Delivery Schedule report?
Additionally, we would like to ask whether invoice statuses can be customised. At present, the available statuses include Draft and Awaiting Approval. We would ideally like to introduce an additional status, such as “Delivery Preparation,” before the invoice is fully approved. And e.g. delivered once done. Also to take into consideration bulk actions such as printing and changing statuses.
If this functionality is not currently available, we would appreciate your guidance on any possible workarounds or integrations that could support this process.
Samantha Bugeja
supported this idea
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100 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Samantha Bugeja
supported this idea
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Samantha Bugeja
supported this idea
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682 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Samantha Bugeja
supported this idea
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120 votes
An error occurred while saving the comment Samantha Bugeja
commented
Has anyone found a solution for exporting the Notes section from Xero? It's frustrating that a system stores this information but doesn't offer an export option, it feels unprofessional and irresponsible.
Is it possible to restrict certain users from viewing the cost price in Xero?
Our warehouse team needs access to create purchase orders and use the Inventory section; however, we would prefer that they do not have visibility of cost prices.
Please let us know if this can be configured or if there are any recommended workarounds.