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  1. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    637 votes

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    46 comments  ·  Security & support » Billing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

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    Julian Sykes-Rose commented  · 

    How is the user experience for this still "Xero will email you a link that you can download a copy of the invoice from..."

    It is now 2026 and EMAIL is the ONLY option from Xero hahahaha

  2. User role permissions - Control and restrict access to chart of accounts

    25 votes

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    7 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.

    From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.

    For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.

    I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.

    We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.

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    Julian Sykes-Rose commented  · 

    Completely agree, I have a few accounts that need to be expensed, and having all my staff seeing all accounts is complicated and messy. Want to keep it simple for my employees

    Julian Sykes-Rose supported this idea  ·