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6 results found

  1. Quotes - Line numbers for items in quotes

    11 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    HK.Juan Finance Team #1 supported this idea  · 

  2. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    90 votes

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    submitted  ·  21 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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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. User Role - Restrict access to specific Tracking categories

    53 votes

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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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. User Role - Allow users access to specific reports

    278 votes

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    136 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

    We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

    We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

    Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

    We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…

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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. User Access: Lock Dates - Specify User Access

    73 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    HK.Juan Finance Team #1 supported this idea  · 

  6. User Role - Invoice Only + View Reports

    167 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.

    The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.

    As we continue to make headway with this, we’ll be back to share more updates with you all.

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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  ·