Settings and activity
3 results found
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16 votes
Hi community, while we appreciate your idea here we want to be open that we don't have plans for implementing this change any time in the near term.
If you'd like to enter a quote with rates and no quantity an option could be to specify the detail of the calculation for jobs in the 'Summary' field.
You could set up a separate branding theme to be used specifically for your quotes to alter which fields are shown, and when entering the amounts you'd use the Price field to signal the rate and leave the Qty. field as '0'. This means you'll still have a price set per line of your quote but the total amount of the Quote would be '0' and determined at the completion of the job when you copy the quote to an invoice and enter the Qty.
Angelique McAlpine
supported this idea
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486 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
An error occurred while saving the comment Angelique McAlpine
supported this idea
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56 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
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.