78 results found
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Fixed Assets - Allow Standard users to delete Draft asset transactions
Amend the Standard user level to have the ability to delete draft asset draft transactions. If an invoice has been incorrectly entered and allocated to asset account and the information pushed through to draft assets, the standard user, who made the error should be able to correct it. They are able to correct the invoice side of things, but this does not remove it from the draft asset list, and they are unable to delete. Standard users have the permissions to delete draft bills and invoices, and even bank lines and statements.. but not draft assets?
1 vote -
User Settings - Option to update name without changing historical data in org
Allow to change user name for a specific email, without changing the name on 'ALL" historical notes on profiles.
Currently, if i have a new user/employee doing the same roll and a previous user/employee, with the same email/log in; if i change this user name, ALL of the notes for that email account log in get changed to the current user name, so it is difficult to make out who actually made that/those notes without looking at the dates to work out when that person/started or left the role!3 votes -
User Roles - Invoice only (Approve and Pay) to add Tracking categories
I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions
15 votes -
Permissions - Advisor access available in ledgers for both the Tax and BAS agent practices.
Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.
As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.
1 vote -
User role - Read Only access to reports only
To be able to add restrictions to the Read Only permission for users so that bank account details are not available but allow users to only have access to reporting, income/expenditure transactions etc.
59 votes -
User roles - Restrict Users from updating contact details
Restrict users from updating contact details. updating contact details, address and attention field, updates all invoices/bills previously posted for the contact. Not all users should be able to do this function.
8 votes -
Permissions | Cashbook Client - access 1099 report
Allow users with "Cashbook Client" level permissions to access the 1099 Report
4 votes -
File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 vote -
User - Give users access to specific invoices/quotes
We need to give specific users access to specific sales.
We have made our employee have draft only sales access, but now we cant collaborate invoices and quotes there should be an option to give users access to specific invoices & quotes, not the total sales in and out7 votes -
Bills - Ability to select user to approve draft bills
Being able to allocate draft purchase invoices to different users for approval
46 votes -
Invoice - Ability for users with Invoice Only user role to add prepayments
Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.
15 votes -
User role - Restrict option to add or delete Bank Accounts To Subscriber user role
It is concerning that Bank Accounts can be added or deleted by users with "Standard User Access or even "Advisor" in some cases.
Considering the whole Xero Accounting system revolves around Bank Feeds, the ability to add a bank account, activate Bank Feeds or even delete a bank account should only be a function available to the Software Subscriber.
4 votes -
User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
6 votes -
Permissions | Ability for Manage users to assign Payroll Admin
If a staff member has Manager User access to a client file this doesn’t allow them to add users to a file with Payroll Admin unless they have Payroll Admin permissions.
It would be good if people are allowed to MANAGE the access without necessarily having themselves.
Can this idea please get implemented as it will avoid adding administrators with Payroll Admin permissions to our large client list when it isn’t required.42 votes -
User - Restore deleted user
Once a user is deleted it would be helpful to have a list of deleted users, where you can then restore from if needed.
4 votes -
Permissions | Contacts - Private or limited access to certain contacts
It would be great if it is possible to make a contact private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users.
125 votes -
User Role - Reconcile without access to approve invoices
Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.
Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.
This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing and a…
79 votesAppreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
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Quotes - Restrict users to send quotes but not invoices
Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the risk…
4 votes -
User Role: Ability for standard users to have access to Uncoded Statement Lines
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are…
26 votes -
User role - Invoice only user to issue payment by cheques
Invoice Only : User role - I would like more options assigned to this role. So they can issue payments by cheque. Similar to an accounts payable role. Currently, this user cannot issue cheques, even though Xero states this user can pay bills.
2 votes
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