Settings and activity
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5 votes
Hey Steve, thanks for sharing this idea. We get that it’s an extra step having to create a job sheet in another tool after you’ve already prepared the quote in Xero, and how a more streamlined flow would save you time.
One option for now is to use Xero Projects to track time and expenses against your work. While we know this doesn't give you that specific printable job sheet for your team on the go, it's the best way to manage the work in Xero right now. Another user has also helpfully highlighted how they use quote templates to create job sheets in Xero.
Alternatively, as you’ve mentioned, there are options on the Xero App Store that may provide the solution you’re looking for here.
We're keeping an eye on the conversation and votes here, so please continue to share your thoughts.
Angelique McAlpine
supported this idea
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429 votes
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…An error occurred while saving the comment Angelique McAlpine
supported this idea
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43 votes
An error occurred while saving the comment Angelique McAlpine
commented
Customers & supplier contacts should be split. In most companies you have a debtors clerk and a creditors clerk, should you have a trainee starting with quotations for example - now the debtors clerk trainee has access to both instead of only the field required. This opens the door for complications and errors posting a quotation to a creditor instead of a debtor. The company I work for has clients that are both our creditor & debtor, the confusion is unnecessary.
Angelique McAlpine
supported this idea
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When setting up a user, the Business and Accounting field to mark should not be grouped. When paying for a service you should be able to choose how to set up each user with its fields individually. For example, our creditor department has one employee to process purchase orders, bills and to do the monthly reconciliation which the account then double checks. As it is currently set up this person can only do the purchase orders and bills as reporting falls under standard but this person should not be able to have access to any other accounting related matters (bank accounts, debtors, ect). The client should be able to tailorize the necessary roles.