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210 votes
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Sophia Humphreys
supported this idea
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281 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…
An error occurred while saving the comment Sophia Humphreys
commented
This one is critical for our business. We need staff To be able to do reconciliations and coding to projects or tracking without seeing the company overheads or bank balance.
I’ve seen a lot of people asking for this. There needs to be more user permissionsSophia Humphreys
supported this idea
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353 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Sophia Humphreys
commented
User to be able to see all transactions, invoices and bills, tracking categories, P&L, but not bank balance or balance sheet.
The idea this employee can help the accountant with payments and invoices to make sure they are in the right chart of accounts and tracking code. But they are too junior to see the companies bank account balance.An error occurred while saving the comment Sophia Humphreys
commented
We need an employee who runs lots of budget accounts to be able to log in and see what is spent in cost of sales under all the different tracking codes.
This would help them organise the budgets better and see what is spent and what is outstanding.
They don’t need to see sales or overheads or bank feeds.They should also be able to set a budget for that tracking code if possible.
Sophia Humphreys
supported this idea
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Consolidating various xero company accounts into one "consolidated parent company" business reporting feature.
We are a start up, but have one parent company with many subsidiaries. Consolidating 7 companies into one cash flow, one balance sheet and one P&L is time consuming and difficult to do. Having this built into Xero would save an enormous amount of time for us. Other accounting softwares have this tool, and it would be great if XERO could look at developing this mechanism