Settings and activity
4 results found
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186 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
David Thomas
supported this idea
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19 votes
An error occurred while saving the comment David Thomas
supported this idea
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519 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.
David Thomas
supported this idea
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505 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
David Thomas
supported this idea
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When emailing a quote, invoice, statement etc you can use the default contact email address, or all the email addresses entered as Additional People.
When sending a quote, invoice or purchase order the "show all" and then removing the ones you don't want works okay. But sending statements with this option doesn't work as that typically only needs to go to the default address.
I suggest you should be able to nominate a default email address (like now) and have the option of a drop down to select other email addresses. If you don't do the selection then the email will go to the default address, which works for statements and usually for invoices. If you need to send a quote or purchase order to someone other than the default you then use the drop down to select that specific email address for the Additional Person.
Providing an address book style selection against each contact would add more flexibility compared to the existing "default only" or "everyone".