Settings and activity

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1. Expenses - Specify approver for expenses

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   submitted  ·  73 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Melissa Hughes commented  ·  01 June, 2022  ·  Edit…  ·  delete…

   SAP Concur is an alternative but you do need to pay for a connector to Xero. More expensive so Xero Expenses would be better if the functionality could be tweaked

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   Melissa Hughes supported this idea  ·  18 May, 2022

2. User Role - Restrict access to individual bank accounts

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   231 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

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   Melissa Hughes commented  ·  18 May, 2022  ·  Edit…  ·  delete…

   This would allow credit card holders to see all transactions relating to their own credit card. It would reduce inquiries to the accounts team and aid accurate reconciliation of credit cards.

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   Melissa Hughes supported this idea  ·  18 May, 2022