Settings and activity
6 results found
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446 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…An error occurred while saving the comment -
451 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…
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Cathy Ely
commented
Is there an update on this facility?
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119 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
Cathy Ely
supported this idea
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An error occurred while saving the comment Cathy Ely
commented
I too would like to have the ability to group individual expense lines into one expense claim.
I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.
It would also make entering/approving expenses easier for both the claimant and the Approver.
We currently use Webexpenses and it is really good but since we now had expenses as part of Xero I thought I would see if it could work for us but sadly not at the moment.
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90 votes
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167 votes
Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.
The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.
As we continue to make headway with this, we’ll be back to share more updates with you all.
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295 votes
Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.
We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.
We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.
Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.
We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…
Cathy Ely
supported this idea
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When are we going to get an update on the research and engagement that took place last year. This is becoming a real limitation for our business.