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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

    514 votes

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    87 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

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

  3. Contact - Having custom fields on invoices and contacts

    614 votes

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    259 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  ·