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  1. Allow Assigned Project Users to Invoice in Xero Projects with ‘Draft Only’ Permission

    1 vote

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Karen Gallagher shared this idea  · 

  2. Xero Projects - assigned user filter / column for reports

    1 vote

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Karen Gallagher shared this idea  · 

  3. Projects - User Options and Permissions

    41 votes

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Gallagher supported this idea  · 

  4. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    114 votes

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    43 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    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  · 

  5. Project Summary report - Include who project is assigned to

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    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  ·