Settings and activity
12 results found
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
Jillian Shedden
supported this idea
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449 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Jillian Shedden
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40 votesJillian Shedden
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606 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.
Jillian Shedden
supported this idea
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455 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…
Jillian Shedden
supported this idea
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218 votes
Hey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.
Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.
We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂
Jillian Shedden
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23 votesJillian Shedden
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136 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
An error occurred while saving the comment An error occurred while saving the comment Jillian Shedden
commented
There needs to be more levels of access available in Payroll. By making someone a 'Payroll Admin' (currently the only option to access payroll), they have access to everything. My preference would be to have different levels of access / permissions. In particular setting the access to the payroll calendars. We have 3 calendars setup = Monthly, Weekly, and Part Time Weekly. For example, I need some users to be able to administer the Part time payroll only. Currently this open access to all areas of payroll creates a big problem with confidentiality.
Jillian Shedden
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78 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
An error occurred while saving the comment Jillian Shedden
commented
This request keeps coming up in different guises, see 'User Permissions - Access to reconcile without viewing balances' & many, many threads in the Payroll section.
Kelly or any Xero Admins, are you going to give us any indication if user permissions are going to have any more options? This is now limiting my business as there are tasks I should have my team doing, such as weekly payroll without seeing monthly payroll, but there is no option at all for payroll, it's either Yes or No to payroll.
Some feedback would be appreciated as to whether this is going to be looked at by Xero. Payroll in particular. -
319 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.
Jillian Shedden
supported this idea
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42 votes
Hi team. We can see it's been a while since we've provided you with an update about this idea. Looks like it's steadily Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.
Jillian Shedden
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38 votesJillian Shedden
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An error occurred while saving the comment Jillian Shedden
commented
Agree with above, I have users who need to be able to raise purchase orders but I do not want them to see all purchase invoices or view the unpaid bills balance.
Similar to the Business and Accounting setup, we need the ability to select sections of the payroll for the different user types.
The current settings available in Business & Accounting are:
Invoice Only / Standard / Advisor / Read Only
In payroll we have only one option. For confidentiality reasons, this is not practical at all. My suggestions for user roles would be:
Timesheets Only - user can process payroll with restricted views: change hours, add overtime, make deductions and add holiday requests - all of these would need to be approved by another user.
Standard - user can process payroll, can make changes to limited sections of the employee details. Cannot make changes to rates of pay, payroll settings.
Advisor - full access, as is standard now.
Read Only -
I see on another post recently that Xero don't have any plans for user roles, I would ask Xero to reconsider this for payroll. Please!