Settings and activity
2 results found
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261 votes
Hi everyone, thanks for all your support here. We recognise the importance of notifying the right people when bank account details change, and how this would help businesses strengthen their checks and reduce fraud risk.
While this work isn’t directly on the roadmap just yet, this idea is on our radar, and we’re looking to explore it further to ensure we’re covering the ground needed for a smooth customer experience.
We appreciate everyone who's shared feedback and examples, as they help us better understand the impact this'd have in practice.
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Karen Mansell
supported this idea
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130 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.
Karen Mansell
supported this idea
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An error occurred while saving the comment Karen Mansell
commented
Hi, I just want to allow a clients staff member quoting only, as the client doesn't want the staff member access to all invoices.
If a staff member changes a bank account for a creditor, the confirmation email (automatic xero alert) should be sent to that person (as it is now), but also to another person. This would make sure a check is in place to verify the bank details are correct, and not a fraudulent change. 99% of the time it is probably correct, but this would help fraud.