Skip to content
← Share and support customer ideas for Xero

Users & setup

Customer ideas for converting to Xero, navigation and organisation set up

Learn about the forums, how to contribute and create a good idea on Xero Central

Users & setup

Categories

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

23 results found

  1. User Roles: Restrict access to manual journals

    It would be useful if it were possible to restrict the posting of journal entries to specific users.

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting more control of which users have access to manual journals.

    As you may have seen we've recently released new reporting permissions so you can grant access to Sales Reports or Purchase Reports only, without opening the full Reporting Centre.

    At this stage we don't have plans for developing an incremental permission for Manual Journals, however we're continuing to keep a close eye on ideas in the these forums as our permissions journey evolves. I'll be sure to update if there's any news.

  2. User Permissions - History recorded of role changes and ability to add description

    There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
    A description for each user would be handy to identify the role of each person within the Organisation.
    A start and End date would allow for Temporary access arrangements.

    59 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    21 comments  ·  User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in this idea and how having a record of changes to a users permissions would be helpful as an audit in your Xero organisation.

    While this history event isn't in our immediate plans, we are closely considering how and what changes we record history for as we continue to develop parts of Xero.

    For the time being we are continuing to keep a watchful eye on the support in this here, and I will make sure to share if there is any news of this for you all here.

  3. User role permissions - Control and restrict access to chart of accounts

    We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.

    From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.

    For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.

    I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.

    We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.

2 Next →
  • Don't see your idea?