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5 results found

  1. User Role - Restrict access to individual bank accounts

    533 votes

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    261 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

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    Steven Parker commented  · 

    Shame… this customer needs to go somewhere else then

    Steven Parker supported this idea  · 

  2. Xero HQ - Transfer/copy reports between practices & organisations

    204 votes

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    59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

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    Steven Parker commented  · 

    I used to be able to do this, but not any more, It is critically impacting my reporting set up for my multi franchise customers

    Steven Parker supported this idea  · 

  3. Bank Reconciliation: Cash Coding - Bank Transfers

    157 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Steven Parker supported this idea  · 

  4. Navigation - Buttons at top to navigate between pages of a list

    158 votes

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    submitted  ·  31 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Steven Parker supported this idea  · 

  5. Reconciliation - Add project without adding details

    12 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Steven Parker supported this idea  ·