Settings and activity
3 results found
-
18 votes
Hi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.
An error occurred while saving the comment 
Michael Kotselas
supported this idea
·
-
1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Michael Kotselas
shared this idea
·
-
655 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Michael Kotselas
supported this idea
·
In our firm, all staff have been added to groups, i.e. client services, accountants, smsf, advisory etc. Each group has set Xero access permissions, so being able to manage in bulk/group/team would be beneficial for us.
Request: To be able to view and update user permissions in bulk by viewing in table format.
Also being able to filter by 'Team'.
See attached.