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  1. User Permissions - Access to reconcile without viewing balances

    319 votes

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    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

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    Julie Findlay commented  · 

    We have a number of clients who would like their staff to be able to enter receipts - either via the app or full Xero - in spend money transactions BUT they don't want the staff to see their bank account. The current user access parameters doesn't allow this. These clients are on cashbook and starter plans, so can't do as enter bill
    We think this would be a great feature

    Julie Findlay supported this idea  · 

  2. Billable Expenses - Files to copy through to the Sales Invoice

    209 votes

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    submitted  ·  128 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie Findlay commented  · 

    I would like to see this happen - as it would streamline the process, and less margin for error, and a big time saver