Settings and activity
5 results found
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18 votes
An error occurred while saving the comment 
Karen Gallagher
supported this idea
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11 votes
An error occurred while saving the comment Karen Gallagher
commented
We have assigned users to different projects in Xero Projects. However we are not able to filter reports based on Assigned Users. There is currently no filter or a separate column we could use to filter a report to show all projects assigned to a particular user and not the whole company. This would be useful for Project Summary reports in particular.
Karen Gallagher
supported this idea
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41 votesKaren Gallagher
supported this idea
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115 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
Karen Gallagher
supported this idea
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4 votes
An error occurred while saving the comment Karen Gallagher
commented
With the new Xero packages offering multiple users for Projects it is critical to be able to sort data based on which user is assigned to a particular project. Helps with tracking so many variables from WIP, profitability, etc.
Would be even more useful if a projects user could pull their own report on projects assigned to them specifically. Thanks
Karen Gallagher
supported this idea
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We use Xero Projects and assign each project to a project manager. Our managers need to invoice tasks directly within their assigned projects as this then shows which tasks have been invoiced within the project. Currently this is only possible if they have:
• Standard Project access, and
• Sales (Invoice) permission
The problem is that these permissions give the users too much access to company wide financial data, including ALL projects, invoices, and bills (not just the ones assigned to them).
If we reduce their permission level to “Invoice Only (Drafts),” the assigned users cannot create invoices within the project view. They must go through the Sales tab instead, which:
• Prevents tasks from being marked as invoiced, and
• Does not link the invoice back to specific project tasks.
• Affects the project information captured in the reports.
Suggested improvement:
Change the permission specs in the “Invoice Only (Drafts)” permissions OR create a new permission user which allows ASSIGNED USERS in Xero Projects to:
• Create and edit invoices in Xero Projects for their own assigned projects.
• Allow the assigned users to send the invoices for management approval and restrict their ability to approve their own invoices (and bills).
• Pull profitability information for assigned projects only (without them needing full sales access to the rest of the company’s info).
This would allow invoicing and project management by assigned users within Xero projects, while maintain data security.