Settings and activity
4 results found
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653 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
James T
supported this idea
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471 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment James T
supported this idea
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An error occurred while saving the comment James T
commented
How many more of your customers need to scream and shout on this thread before you listen to them? The access levels and permissions are all over the place! I need a member of staff to reconcile certain bank accounts, but not all of them and not to see the current balance of accounts (and everyone's wages!) yet that's not remotely possible without giving out full access. Sort it our Xero.
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218 votes
An error occurred while saving the comment James T
commented
Seems, just like on every other feature request, we have all been talking amongst ourselves for years. Xero couldn’t care less.
I had a good laugh when the new CEO sent a message out to say how she’s going to specifically focus on user feedback and what the client base wants.
Anybody know her email? We should all start forwarding these requests directly to her.
Any major software developers should be using these forums for creating a new platform!
An error occurred while saving the comment James T
commented
This is vital - a second reference field will allow us to complete our auto matching process with the Invoices which our suppliers send us. It would also mean we can then actually use the remittance emails. At the moment we have to manually send remittances using a spreadsheet because we are using the Reference field for our own internal reference.
James T
supported this idea
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118 votes
Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
James T
supported this idea
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Anyone wondering if Xero will implement this... this thread is only a year old, so based on other critical requests from customers, we're probably looking at this being implemented by 2032 soonest.