Settings and activity

25 results found

1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

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   submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Helen Christopher supported this idea  ·  20 May, 2022

2. CIS Return - Notification of change

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   submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Helen Christopher shared this idea  ·  07 May, 2022

3. User Role - Invoice Only + View Reports

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   submitted  ·  62 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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4. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

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   submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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5. User Role - Allow users access to specific reports

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   111 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  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 July 2023. Once that’s done, they look forward to pointing more attention to reporting user roles and updating this thread with their progress.

   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… more

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   Helen Christopher commented  ·  27 April, 2022  ·  Edit…  ·  delete…

   We are finding that clients require more flexibility in user roles. For example a client wants an employee to carry out invoicing only, but that employee also needs to be able to print a sales report at the end of the day.

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