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  1. 28 votes

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    Jacco du Toit supported this idea  · 
  2. 8 votes

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    This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.

    Jacco du Toit supported this idea  · 
  3. 45 votes

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    Jacco du Toit supported this idea  · 
  4. 18 votes

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    Hi Margaret, thanks for raising your idea here.


    Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals. 


    Does that change your idea here at all?

    Jacco du Toit supported this idea  · 
  5. 18 votes

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    Jacco du Toit supported this idea  · 
  6. 24 votes

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    Jacco du Toit supported this idea  · 
  7. 109 votes

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    Jacco du Toit supported this idea  · 
  8. 47 votes

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    Jacco du Toit supported this idea  · 
  9. 39 votes

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  10. 234 votes

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    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…

    Jacco du Toit supported this idea  · 
  11. 35 votes

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    Jacco du Toit supported this idea  · 
  12. 37 votes

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    Jacco du Toit supported this idea  · 
  13. 28 votes

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  14. 36 votes

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  15. 37 votes

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  16. 73 votes

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    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. 

    Jacco du Toit supported this idea  · 
  17. 192 votes

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    Jacco du Toit supported this idea  · 
  18. 126 votes

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    An error occurred while saving the comment
    Jacco du Toit commented  · 

    The Quote screen provides and option to use the "Title" and "Summary" fields that is an excellent feature. However, this fields do not transfer to the invoice, nor are they available to be included with a new themed invoice template. My clients expected the data to be transferred to the invoice as well. The feature is used as a referencing function by the clients when they receive queries from their customers, or if the need to follow up on a query.

    This is a case where a system feature is implemented in a process, which is now causing additional admin overhead. It seems if the development were not thought through properly on this matter and it would have been better in my case if it didn't exist.

    Please consider updating the process to transfer these fields to the invoice.

    Jacco du Toit supported this idea  · 
  19. 143 votes

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    Jacco du Toit supported this idea  · 
  20. 53 votes

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    Jacco du Toit supported this idea  · 
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    Jacco du Toit commented  · 

    I would like to promote this as a practical feature. Currently it is only used to link supporting documents to transaction documents. This feature is available in other software and it would be of excellent value if a company can use this to file company secretarial documents for example, keeping all documents in the Xero database as opposed to storing documents separate in other locations.

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