Settings and activity
5 results found
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Brandy Wilde
commented
It is important that I can give certain staff access to edit an invoice without seeing our bank information. Also, they need to see how the customer paid their invoice, via Cash, Cheque or Credit Card. Right now, if my staff need this information they have to call me and I have to look it up for them.
It is important my staff can reach certain reports without seeing my bank feed.
I urge you to look at Quickbooks and see how their user rolls are. They are really well done. And to be honest, it is a standard for all accounting systems. Xero is ahead of many accounting systems in many ways but in this area they are far behind and it is making their customers suffer to stay with them. It is unfortunate. This needs to be a priority over EVERYTHING ELSE. Please, stop doing updates that are not nearly as important and fuel all your resources into this!
Brandy Wilde
supported this idea
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35 votes
An error occurred while saving the comment Brandy Wilde
commented
It is important that I can give certain staff access to edit an invoice without seeing our bank information. Also, they need to see how the customer paid their invoice, via Cash, Cheque or Credit Card. Right now, if my staff need this information they have to call me and I have to look it up for them.
Brandy Wilde
supported this idea
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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 Brandy Wilde
commented
I think the simplest way of doing this would be to allow us to give a user access to a specific report. I only have one report that I need my staff to see but it is critical in running our business. I need them to be able to balance the day and make sure our cash, cheques and debits balance. I urge you to look at Quickbooks as they do a really good job with User rolls.
Brandy Wilde
supported this idea
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Brandy Wilde
commented
Thank you Kelly, do you have any kind of timeline? I am in the process of switching to quickbooks because they already have the users so that you can customize their rolls. I have been with Xero for 4 years, and finally decided I can't keep waiting. I will fill out the survey and hopefully help with the process. I would really appreciate someone reach out to me. Maybe I don't have to switch, that would be awesome! I would need to know in the next couple days!
An error occurred while saving the comment Brandy Wilde
commented
It's nice to see I am not alone in needing this feature for our business. Every update or improvement they do is great... BUT I become so frustrated that they aren't making actual important improvements such as this one. This should be top priority. I have been with Xero since 2019 and have been trying to be heard.
An error occurred while saving the comment Brandy Wilde
commented
I find this the biggest struggle I have with Xero. I would like to be able to restrict my staff from seeing our banking information, but still give them access to some reports. It makes it really difficult to keep them busy enough and so much falls on my shoulders.
Brandy Wilde
supported this idea
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4 votesBrandy Wilde
shared this idea
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Hi All, with everyone struggling with Xero's user rolls I HIGHLY recommend contacting Conrtol-C. I met with Campbell Green, the founder, over a video meeting and WOW!! I am really excited to use them. They can possibly help with any issues you are having with the user rolls.
They are even able to sync my Till data to my Xero. I think it is definitely worth a try to reach out to them and see if it will be affordable for you as it was for me to help.
And a plus is that they do a backup of your accounting software which means you have peace of mind knowing you will never loose all your information.
Here is the website: www.control-c.com
Control-C will likely help me enough that I can stay with Xero while they are working on these updates. We have been with Xero for 6 years, and I know many of you have been struggling longer. I'm excited to finally be able to run my business the way I want to!!