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  1. 8 votes

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    This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.

    Jane Skinner supported this idea  · 
  2. 10 votes

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    Jane Skinner supported this idea  · 
  3. 18 votes

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    Jane Skinner supported this idea  · 
  4. 17 votes

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    Jane Skinner supported this idea  · 
  5. 27 votes

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    Jane Skinner supported this idea  · 
  6. 28 votes

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  7. 37 votes

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  8. 44 votes

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  9. 67 votes

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    Jane Skinner supported this idea  · 
  10. 129 votes

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  11. 193 votes

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    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

    Jane Skinner supported this idea  · 
  12. 298 votes

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    Jane Skinner supported this idea  · 
  13. 41 votes

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  14. 241 votes

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    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

    Jane Skinner supported this idea  · 
  15. 15 votes

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  16. 74 votes

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  17. 164 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Jane Skinner supported this idea  · 
  18. 64 votes

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    Hi everyone, thanks for your ongoing interest and support for this idea!

    We understand the needs surrounding being able to adjust the dates for your leave year, whether that be to shadow the UK tax year or otherwise.

    Our product team are excited to share that this is an area we are currently looking into developing. 

    Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.

    The testing will involve using a prototype tool to assess the usability and functionality of our proposed changes to a customisable leave year. We would encourage users that feel strongly about the lack of this function to sign up and welcome users of all experience levels.

    Given the popularity of this idea we expect spaces to fill up fast. We will close the…

    Jane Skinner supported this idea  · 
  19. 12 votes

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    Hi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here. 

    Jane Skinner supported this idea  · 
  20. 10 votes

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    Hi team, great to get your feedback and support through the idea here. We acknowledge the challenges with the current way we record leave hours and the impact this has on the calculation. We've started some work around this with the introduction of our new working patterns feature which support you in defining the actual hours worked each day

    While in early stages at present we'll keep you updated on progress for this here.

    Jane Skinner supported this idea  · 
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