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187 votes
Jacco du Toit
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32 votes
Thanks for the added detail here, Samantha.
@Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too.
Jacco du Toit
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9 votes
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
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50 votesJacco du Toit
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21 votes
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
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22 votesJacco du Toit
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31 votesJacco du Toit
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120 votes
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
Jacco du Toit
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53 votesJacco du Toit
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40 votesJacco du Toit
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281 votes
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
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38 votesJacco du Toit
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41 votesJacco du Toit
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30 votesJacco du Toit
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36 votesJacco du Toit
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39 votesJacco du Toit
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74 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.
Jacco du Toit
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426 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Jacco du Toit
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154 votesJacco du Toit
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96 votes
Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
Jacco du Toit
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An error occurred while saving the comment Jacco du Toit
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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.
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.