Settings and activity
5 results found
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250 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…
Karen Browne
supported this idea
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125 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Karen Browne
supported this idea
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339 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment Karen Browne
supported this idea
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An error occurred while saving the comment Karen Browne
commented
Yes, this is essential. Please add this feature asap.
Thanks -
3 votes
Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
Karen Browne
supported this idea
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246 votes
An error occurred while saving the comment Karen Browne
commented
It's times like these I wish we'd stuck with Sage 🤫
An error occurred while saving the comment Karen Browne
commented
I want to use this figure to set company performance targets around improving our credit control efficiency.
Can you please let us know why this report isn’t available.
And when it will be. ThanksAn error occurred while saving the comment Karen Browne
commented
This was an invaluable feature in Sage, very disappointed it’s not available in Xero
Karen Browne
supported this idea
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Xero have only just added credit limits to their software so I’m not sure they fully understand accounting or what critical means 🤔