Settings and activity
15 results found
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607 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 An error occurred while saving the comment 
Dave Humphrys
commented
Kelly, please provide a time sacle for this to be implemented - 12 plus years is a bit of a wait.
Thank you
An error occurred while saving the comment Dave Humphrys
commented
I saw this on the old comment / forum that was "removed" and this “new” thread had to be created. this is a real mess; I would not recommend Xero to anyone who was not a single person in their own company. - I Own my own company and employ sales and manufacturing staff. - I cannot let sales see the bank accounts even thought I opened a separate account so that wages etc... could be put there, I cannot let sales add stock, as stock becomes available. I can’t let production purchase stock and add it to Xero or work with the payments of these. - This is product keeps having pointless makeovers and changes and no functional use apart from upsetting us when we get used to doing something one way and then they change it and we need to learn and equally difficult pointless change ( Back button on paid bills to get to awaiting payment to now where you have to start new every time. – Why—why!)
Dave Humphrys
supported this idea
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489 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
An error occurred while saving the comment Dave Humphrys
commented
Xero keeps pushing JAX the AI tool that is new technology and yet User role has been asked for decade has not been implemented. Why would I even consider setting up and using the online bill payments if I can not restrict which users can do this. - pointless really.
An error occurred while saving the comment Dave Humphrys
commented
Totally agree - stock control to the purchasing manager - its is so pointless not having this function
Dave Humphrys
supported this idea
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304 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Dave Humphrys
commented
Such a basic requirement of a system in a business and is still not there.
An error occurred while saving the comment Dave Humphrys
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This is a must at a basic level of operation, with out we can not grow our company. It is limiting what we do.
After 12 years of asking on here I am looking for an alternative system.
This should not be an add on feature - it a a base requirement
Dave Humphrys
supported this idea
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320 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment Dave Humphrys
commented
After 10 plus years of asking - this is the best we can hope for! - This is wilfully arrogant .
Dave Humphrys
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45 votesDave Humphrys
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90 votesDave Humphrys
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46 votesDave Humphrys
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23 votesDave Humphrys
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33 votesDave Humphrys
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38 votesDave Humphrys
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115 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
Dave Humphrys
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167 votesDave Humphrys
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514 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Dave Humphrys
supported this idea
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362 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Dave Humphrys
supported this idea
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640 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
Dave Humphrys
supported this idea
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This is restricing growth as we take on more people, we cant use this for our sales and stock. its been 12 years plus - How long do you need...