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  1. User Role - Allow users access to specific reports

    278 votes

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    136 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Accounts Continuum commented  · 

    You should be able to restrict access to payroll reports & other sensitive information

  2. Chart of Accounts - Ability to assign Foreign Currency to an account

    58 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accounts Continuum commented  · 

    We run multiple companies in different currencies that all have to be pulled together in GBP. On the old style reports you can change the currency for the P&L and BS to GBP but this is not possible on the new reports that we will have to use from July 2023.

  3. Billable Expenses - Allocate supplier credit notes to a customer

    47 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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