Enter your idea

I have hired staff to take care of reconciliation and general book-keeping. I really don't want them to have access to the company bank account balance. This is ludicrous. Seriously considering changing to a different system unless xero fixes this.

If you hire overseas staff to perform specific duties, then it is very important that they have their access restricted to certain functions.

The Draft user role does not allow them to work as part of a team, as they can only see draft repeating bills they create. Repeating draft bills can be worked on from anyone for submissions and approval.

Would like the ability to restrict user access to viewing bank account balances via bank accounts tab or dashboard. Not all users need access to this information. Draft user role is too limited for practicality.

So this was suggested in 2014 and nothing done?

How much would it cost to get this feature added?

Just ability to upload files both in Xero and through the app would be really useful

would enable the option of staff being able to adjust an invoice that has had a payment against it but not access to all bank accounts...

I find this the biggest struggle I have with Xero. I would like to be able to restrict my staff from seeing our banking information, but still give them access to some reports. It makes it really difficult to keep them busy enough and so much falls on my shoulders.

This feature would be a great help, especially to restrict certain reports that users can see, in particular for those who work in sales ledger or purchase ledger but should not be able to access other financial reports such as P&L.

This would be a great feature - looks like it's been bubbling around for quite some time - hopefully gets into the pipeline.

To be able to segregate duties and have more advanced security settings would be ideal. Area managers need specific access to xero areas that reflect their business units, not the entire business.

Yep:

"This is an excellent technique by Xero, placing any shortcomings in an 'ideas' pool gets rid of support problems, I mean, an accounts package without multi-user security.
It's been since 2014, and not a single entry from Xero, because they don't read this stuff, its to get you off their backs.

This is an excellent technique by Xero, placing any shortcomings in an 'ideas' pool gets rid of support problems, I mean, an accounts package without multi-user security.
It's been since 2014, and not a single entry from Xero, because they don't read this stuff, its to get you off their backs.

This is a big thing that needs to be changed. Most accounting packages have a check list of what you want your users to see because it can get quite complicated. I think in terms of entry level staff and restrictions this is maybe a good idea.

I don't want users to be able to create contacts at all and this to be a finance thing but there is no restriction to this

How has this not been fixed yet? My client's business can't expand and have controls in place with differing levels for segregation of duties. Its quite embarrasing.

Report viewing should be customizable eg AP's AR's , Sales reports and Purchases reports. Accounts receivables clerks should be able so see sales and AR's e.t.c

I would like to set up permissions on my Xero account where the user can raise quotes and convert only their quotes to invoices but they cannot see all the invoices in the business and they do not see a dashboard of all outstanding invoices owing.

I love Xero but I think their user access is its biggest short coming. User permissions are a fundamental part of any accounts system.
This is one area where I prefer more complexity and choice.
We lose a lot of potential efficiency and effectiveness by not allowing people to do their jobs / duplicating effort so that junior staff don't end up seeing confidential data.

Come on xero, as soon as a business grows to a certain level robust and customizable user controls are required. It’s really not difficult and clearly critical for so many of your customers.

Business unit or area managers need limit access to Xero areas that reflect their responsibilities, without being able to access all areas and all reports.

As the Admin role of Xero, I should be able to limit their access from my side...