Settings and activity
3 results found
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605 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment 
Deryn Peters
supported this idea
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An error occurred while saving the comment Deryn Peters
commented
This should be priority on any accounting system.
An error occurred while saving the comment Deryn Peters
commented
We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments
An error occurred while saving the comment Deryn Peters
commented
Restricting users access rights, don’t want all users to access bank accounts, this is a must feature.
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198 votesDeryn Peters
supported this idea
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125 votes
An error occurred while saving the comment Deryn Peters
commented
Purchase Orders
Ability to match multiple delivery notes and multiple invoices (if d/n not available) to one PO
Deryn Peters
supported this idea
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More detailed access rights on individual profiles is needed as not everyone in an organisation needs full access and should not have access to confidential information. Bank accounts is just one area, Payroll is another.