Settings and activity

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1. Xero HQ | Staff - Ability to bulk assign access for 'File MTD VAT Return'

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Rebekah Bruce supported this idea  ·  21 August, 2024

2. Contacts - Permanently delete if no records

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   submitted  ·  56 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Rebekah Bruce supported this idea  ·  16 November, 2022

3. User Role - Allow users access to specific reports

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   112 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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   Rebekah Bruce commented  ·  28 September, 2022  ·  Edit…  ·  delete…

   This is important so different users within a company and firm that are having to enter AR/AP can view the relevant AR/AP reports without having access to all the other financial reports. Should be an option in the Users screen to give them access to AR/AP reports only.

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   Rebekah Bruce supported this idea  ·  28 September, 2022