119 results found
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User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips
Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices
23 votes -
User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user
We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.
It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
- View sales totals
- Approve invoices
- View invoices created by other users
- View Invoices awaiting payment tab33 votes -
Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List…
17 votes -
User Permissions - Access to reconcile without viewing balances
It would be really useful if you could give a user permission to be able to reconcile and post bank transactions, but not see the bank balance.
320 votesHi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
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Conversion Date Mid-Month
When posting conversion balances, you have to post balances at the end of the month. If you could select a day, i.e. 5th of April, it would make posting conversion balances a lot easier
42 votes -
NZ Payroll - Allow timesheet approval for employees with authority
For employees who use Xero My Payroll, if you are a Payroll Admin user, you can grant employees authority to approve leave. The option for Timesheet approval should also be there, it is available in other countries but not NZ.
48 votes -
User role | Invoice Only - Send receipt for payment
As the Standard user role is required to send a customer receipts for invoice payments or receive money transactions (https://central.xero.com/s/article/Send-a-receipt-to-a-customer), clerical staff assigned this role can view all bank account balances. As most business owners would prefer that bank balances remain confidential, adding the ability to generate customer receipts to the Invoices Only role would alleviate this concern.
36 votes -
User Access - Restrict Invoice only role to Customer list
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…
46 votes -
Permissions: Payroll - Payroll admin limited access
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
79 votesHi everyone, we appreciate you taking the time to share how important more flexible payroll permissions are for your teams.
It's clear that having granular control over who can access different parts of payroll would make a real difference to how you manage timesheets and leave approvals, as well as restrict access to other sensitive areas.
From research, Payroll is definitely an area we know needs more permission controls for varying roles. This is something our product teams are beginning to explore and do deeper research of. We'll keep you updated as we make progress, and we're grateful for your continued input.
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Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
136 votesHi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
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MFA - Touch ID and Face ID verification
Implementing touch ID/Face ID verification for users to log into Xero.
Purpose: Users can have more variety on how to log in.
7 votesHi team, as another update surrounding passkeys we wanted to share that this week we've released passkey log in for Xero Me app users who haven't set up MFA yet. This is just the first stage, and over the coming months we'll progressively make this feature available to more users. I'll be back to share more as passkeys become available to more users.
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User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
74 votesHi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.
As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.
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User Role - Invoice Only + View Reports
Ability to assign a user where they can only have Invoice only and view only reports.
Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.
169 votesHi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉If you're interested, please use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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User Role - Access to Products & Services (Inventory) and Purchases/Sales only
Ability to allow individual access to inventory(products & services) and sales in Xero.
Purpose: Enable ability to view different sets of information within an org.
488 votesHi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
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User Role - Restrict access to specific Settings
Ability to customise user roles to restrict some access in Xero.
Purpose: Some staff should only have limited access in Xero.
455 votesHey 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…
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User Role - Restrict access to specific Tracking categories
Ability to restrict access to specific tracking categories for some users in Xero org.
Purpose: To help users hide the incoming and outgoing transactions from some users within the Xero org. Some organisations (e.g. not for profit) need this to protect the privacy of their donors and departments.
54 votes -
User Role - Restrict access to individual bank accounts
To have the ability limit some users to access some bank accounts within Xero org.
Purpose: To limit some staff to not be able to see the information about the client’s bank balance.
606 votesWe appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Login - Enable Microsoft Entra ID Single Sign On
Ability to use Azure Active Directory for MFA.
Purpose: It makes Microsoft users easily log into Xero.
592 votesHi everyone, we appreciate all the feedback and votes on this idea. We know using Microsoft Entra ID SSO is now common practice for some businesses and being able to access Xero via a native integration with Entra ID would streamline how your teams log in and get set up in Xero, as well as help in managing access for larger teams and keeping things secure.
Our product team have been working with a small limited group of Partners to develop SSO capabilities. Though we can't give any definite timelines yet, we’ll keep this thread updated with news. Thanks
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Login - Don't Log Me Out/Extend Log Out Time (more than 60 minutes)
Develop the feature where Xero doesn't log user out time is extended for more than 60 minutes when it’s idle.
Purpose: Because having to log in again can disrupt users' workflow, which some users had to be interrupted as they’re also taking care of their business at the same time.
1,079 votesHi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
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