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16 votes
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Christopher Le
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314 votes
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…
Christopher Le
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17 votesChristopher Le
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44 votesChristopher Le
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6 votesChristopher Le
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173 votesChristopher Le
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97 votesChristopher Le
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Christopher Le
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2 votesChristopher Le
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33 votesChristopher Le
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66 votesChristopher Le
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23 votes
An error occurred while saving the comment Christopher Le
commented
the blue xero search bar is VERY restrictive.
In exhibit A I can search by email and it brings up the two profiles.
However, if I type in ANTHONY HA, it only comes up with one profile, and not the other.The same can be said for the BUSINESS > INVOICES
It very restrictive in its word order,Christopher Le
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4 votesChristopher Le
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3 votes
Hi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
Christopher Le
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11 votesChristopher Le
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1 vote
Hi Christopher, we appreciate you sharing this idea. We understand the value of being able to set a custom password for Outcome of Assessment (OoA) documents in Xero Tax. Having more control over how these documents are secured can help you align with your firm’s processes and better meet client needs.
At the moment, Xero Tax automatically applies the client’s date of birth as the password for OoA documents in dd-Mmm-yyyy format. While this works in many cases, we acknowledge the interest in having more flexibility — whether that’s for consistency across documents, improved client experience, or added security.
This idea is now in the Gaining Support stage. The community votes and comments help us understand how important this is to the wider Xero community and guide future product discussions. We’ll continue to monitor the feedback here and share any updates as they become available.
Christopher Le
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7 votesChristopher Le
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43 votesChristopher Le
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1 vote
Thanks for your feedback here, Christopher. Appreciate you have also shared detail around this with our specialists at Xero Support, however just highlighting that ideas in the forums here are for the community to support any detail you can provide through the idea directly here will also help other community members understand and support your ideas.
We don't have any immediate changes around this planned, for now you'll want to add a New CURNN to each individual client. We'll continue to keep an eye on the community support for this here,.
Christopher Le
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12 votesChristopher Le
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Xero team, any updates?