10 results found
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User Role - Access to specific feature only
"Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.
510 votesHey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
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User Roles - Purchase order only access
We wish to let some of our users have access to purchase orders, raising & viewing etc.
Currently if we give them access to purchase orders it also lets them see supplier balances and also click into the supplier and therefore into the accounts i.e invoices etc.
We would like our staff to just see the purchase orders and raise purchase orders but not have access to anything else.
193 votesThanks team, we really appreciate you describing your needs in allowing staff to raise and manage purchase orders without opening up supplier bills and broader financial information.
Right now, we’re developing a dedicated Purchase Orders Only role, that'll give you more granular controls for purchase orders - You'll be able to give your users access while keeping access to your bills separate.
Your feedback here has ben valued in helping us evolve our permissions in the product.
I'll come back to share once these changes are live. 😁
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Documents - Ability for Read Only users to access Documents
We would like our auditors / account reviewers to have Read Only access to our accounts in Xero however this does not enable them to view Xero Files, which is where we save our bank statements, etc.
Currently we need to give them Standard Access so that they can have access to the documents in Files, however this also gives them the ability to change the accounts as well.
We would like to suggest the Xero files be added to users with Read Only access.
Thanks,
Maria26 votesHi team, thank you for your feedback here and letting us know your needs in providing some users with access to view documents in Xero without the ability to change things in your organisation.
We're in the process of developing a more flexible permissions model that considers Xero Documents as part of role access. As part of our next roll-out we'll be separating document access from wider accounting permissions, to support use cases like has been raised here.
We'll keep you updated as this capability lands.
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Bills - Ability to select user to approve draft bills
Being able to allocate draft purchase invoices to different users for approval
79 votesHi everyone, we hear how manual communication to the right person about which bills need their attention can be time-consuming, especially as teams grow.
We’re pleased to let you know that we’re developing a bill approval workflow in Xero. It’ll let admins choose named approvers and set routing rules, so bills can be automatically directed to the right person (rather than relying on inboxes, spreadsheets or verbal follow-up).
Approvers will be able to see the bills waiting for them in Xero and receive an email when their step becomes active, making ownership clearer while keeping the bill, approval decision and history together in one place. You can find more detail in our bill approvals update on The Long and Short of It 😊 - We’ll share more as this feature lands!
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UK Payroll - Allow Xero users permission to authorise employee timesheets
Allow Xero users permission to authorise employee timesheets. At the moment only the payroll administrator or specific employee has the ability to do this. Payroll permissions under settings/users should be expanded to be more granular, with an option to allow users permission to authorise timesheets. Alternatively, under the employee details in Payroll, an option to select authorised Xero users whom may sign off timesheets for that user.
61 votesThanks for supporting and sharing your needs in limiting access to payroll while enabling those that need to process Timesheets.
We’re currently developing more granular payroll permissions for timesheets so you'll be able to give access to timesheets without full access to Payroll. We’ll share more information as these permissions roll out.
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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.
137 votesThanks for continuing to explain how the current all or nothing Payroll Admin access affects your teams. We’re now developing more granular payroll permissions, starting with separate View, Edit and Approve Timesheets access so timesheet tasks can be delegated without exposing the wider payroll area.
While the current work is focused on Timesheets access directly we recognise there are other sensitive areas within payroll that you'd like more incremental access to and we'll continue to consider these as our development of permissions evolves.
I'll come back to share when these Timesheets options are live!
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Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user
Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.
50 votesHi everyone, we value the detail you've shared about why you need to combine Sales, Quotes, Invoices and Purchase Orders access without also exposing banking or bills.
We’re currently building a dedicated Purchase Orders Only role with options to view, create, edit and approve purchase order that'll help for those that have asked to enable users to raise and manage purchase orders while keeping them separate from broader Purchases access and sensitive bill information.
We recognise this is one part of the wider role flexibility you’re asking for, and we’ll continue to consider how Sales, Quotes and Invoices can be separated in future.
I'l come back to share once the Purchase order permission is fully released.
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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.
54 votesHi community, we're pleased to share that we’re now developing more granular payroll permissions for Timesheets that'll allow you to give employee's appropriate access without full access to other sensitive payroll information.
Your feedback has been really useful to our teams understanding and planning of permissions development across Xero payroll.
I'll be back to let you know as these permissions roll out and how you can set your users up with the access they need.
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Permissions - Control user access to Xero Documents
Adding security measures to the file tab - so only certain users can open and access that information
9 votesHi team, as you may have seen in other areas of Xero we're on a journey to improve our permissions across many areas of Xero.
For files we appreciate there are differing needs and access levels our customers need and this is a feature we're working on an update to at present. I'll round back to share more soon.
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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.
696 votesHi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
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