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  1. 11 votes

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    HK.Juan Finance Team #1 supported this idea  · 
  2. 90 votes

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    HK.Juan Finance Team #1 commented  · 

    Support with this ideas. Pls make it more flexible.

    HK.Juan Finance Team #1 supported this idea  · 
  3. 54 votes

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    HK.Juan Finance Team #1 commented  · 

    Yes. Lots of company confidential info should disclose certain portion to specific users, hope this can be further improved. thanks.

    HK.Juan Finance Team #1 supported this idea  · 
  4. 303 votes

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    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 😊)

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    HK.Juan Finance Team #1 commented  · 

    Yes, certain project should assign to certain users, not all users can access. Hope this can be improved.

    HK.Juan Finance Team #1 supported this idea  · 
  5. 74 votes

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    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.

    As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.


    HK.Juan Finance Team #1 supported this idea  · 
  6. 169 votes

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    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 😊)

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    HK.Juan Finance Team #1 commented  · 

    Yes, our company confidential report all not secure in "standard" users but very limited in "limited" users.

    HK.Juan Finance Team #1 supported this idea  ·