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9 results found
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791 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Kevin Still
supported this idea
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1 vote
Hi Kevin, not exactly the level to which you're asking here, however rather than Standard access it sounds like Sales and purchases would allow a little more restriction while still providing access to the areas needed.
With the Sales and purchases role a user will be able to enter sales or purchase transactions, and you can also select to give them access to Purchase reports specifically.
With this role a user won't be able to access the Chart of Accounts, however within transactions they would be able to select the account and view accounts in the chart of accounts.
We don't have plans for this specific level of access right now, however we're continuing to evolve our permissions across Xero and will keep an eye on the interest this builds here.
An error occurred while saving the comment Kevin Still
shared this idea
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1 vote
Thanks for your feedback, Kevin. Appreciate hearing how being able to add page breaks in the Account transactions report, would help you better visually present information.
We'll get a wider sense of the interest from the community in your idea here. For now, you could export to PDF or spreadsheet to manually adjust the pagination outside Xero.
Kevin Still
shared this idea
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34 votesKevin Still
supported this idea
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133 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.
Kevin Still
supported this idea
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1 vote
Hi Kevin, just to check is this when uploading bills to Xero?
Kevin Still
shared this idea
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8 votesKevin Still
supported this idea
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17 votes
Hi team, this idea has been created from feedback on this larger thread.
We're keen to get a better understanding of the interest in being able to add supplier details when creating a new contact during bill entry.
This isn't something we have plans for the time being but will keep a close eye on the support this idea receives here. Thanks
Kevin Still
supported this idea
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238 votes
An error occurred while saving the comment Kevin Still
commented
It would be very helpful if we could add a category to suppliers to identify those we pay by direct debit and by credit card and to be able to filter or exclude the bills awaiting payment by those categories
Kevin Still
supported this idea
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The problem with the Sales & Purchases role is that it also grants permission for the user to approve the purchase order or bill! I want to allow the user to create a Purchase order or bill but NOT approve it!
Surely the option to allow a user to create an entry but not approve it is very common across businesses.