Settings and activity
10 results found
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78 votes
Appreciate 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.
Sharon Bramley
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81 votesSharon Bramley
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56 votesSharon Bramley
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449 votes
Hey 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.
Sharon Bramley
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780 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Sharon Bramley
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303 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! 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 go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment An error occurred while saving the comment Sharon Bramley
commented
HI Everyone, I posted this 7 years ago, and there was little followup from other users. Xero looks at these, and takes the ideas that have the most votes to see if something can be done, so the more votes we get, the better.
I think as businesses are growing, it has become a problem with internal security that Xero hadn't even thought about, so every time some one votes or messages on here, I get notified, and I am sending it to my account manager.
Just to make sure they are aware of it - trying to be as 'in their face' as possible.An error occurred while saving the comment Sharon Bramley
commented
Pleeeeease Xero - can you do something about this. I am starting to lose clients to MYOB because they have a better user security system. Thats the only reason they are changing. There needs to be the facility to tick a box for payables or receivables reports within the managed user category.
They need access without seeing all the management and financial reports.An error occurred while saving the comment Sharon Bramley
commented
It is important that the accounts clerk cannot see the Financial reports. They currently have access to all business expenses, including the Directors Salaries, and the details of other staff members salaries, by just drilling down into the transactions.
This information MUST be protected and secured from minor staff. There needs to be a set up with password, or a category between Invoice and accountant/manager please.Sharon Bramley
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154 votesSharon Bramley
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40 votesSharon Bramley
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169 votes
Hi 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 😊)
An error occurred while saving the comment Sharon Bramley
commented
This issue was raised in 2017 so please can we all keep ticking the security box so that we get one huge vote for this.
They only look at the items with the most votes, so please search for a suggestion rather than starting another one. thanksSharon Bramley
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4 votes
An error occurred while saving the comment Sharon Bramley
commented
Hey William - I set them up as a bill payable. Hope that helps.
HI Everyone, I have been in touch with Xero admin today, and they advise that this is a feature that they WILL NOT be looking at, anytime soon, nor in the future. So if we want user security, we will need to change to another accounting package. Xero was only ever developed for small family or one man band businesses, and is not capable of changing or growing to meet business growth requirements. This is really disappointing, I submitted this discussion 7 years ago, and they still refuse to look at a solution.