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  1. User Roles - Ability to assign default tracking options per user

    6 votes

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    submitted  ·  3 comments  ·  Users & setup » User permissions  ·  Admin →
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    Nuha Ceesay MAAT, FCCA, MSc (Merit), PhD Fellow commented  · 

    Hi,

    Currently Xero does not have the option where users can be assigned specific tracking categories. It will be great to be able to create users in the system and assign them to specific tracking categories as their areas of responsibility end to end. They can raise and or approve invoices and or bills for just those categories. They should also be able to create draft journals or approve journals for those categories assigned to them.

    Please consider this idea

    Nuha Ceesay MAAT, FCCA, MSc (Merit), PhD Fellow supported this idea  · 

  2. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    536 votes

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    94 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    Nuha Ceesay MAAT, FCCA, MSc (Merit), PhD Fellow supported this idea  · 

  3. Contact - Having custom fields on invoices and contacts

    639 votes

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Nuha Ceesay MAAT, FCCA, MSc (Merit), PhD Fellow supported this idea  ·