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6 results found

  1. Quotes - Line numbers for items in quotes

    10 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)

    85 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

    48 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

    224 votes

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    112 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

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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

    50 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

    144 votes

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    submitted  ·  64 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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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  ·