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

    6 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  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

    526 votes

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    94 comments  ·  For small businesses » Business features  ·  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

    623 votes

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    261 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

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