Settings and activity

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1. User Role - Restrict access to specific Settings

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   243 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   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… more
   Hano Du Toit supported this idea  ·  09 October, 2024
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   Hano Du Toit commented  ·  12 January, 2023  ·  Edit…  ·  delete…

   Is Xero staff / management even looking at this product ideas page?

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   Hano Du Toit commented  ·  12 January, 2023  ·  Edit…  ·  delete…

   I have been following these comments the last few months and I cannot understand that Xero developers / management has not responded in anyway regarding this issue. I have raised this issue on numerous occasions during certification webinars but got no proper response, it is if they are talking / dancing around the issue. Honestly, I have started looking again a Sage Cloud as alternative for my clients and seriously considering moving all of them. I just feel Xero is still spending time on creating additional reports, while the needs of their Xero Advisors are not addressed.

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   Hano Du Toit commented  ·  03 August, 2022  ·  Edit…  ·  delete…

   Come on Xero. You can see from all the replies that the access level of users need to get attention. Please spend some time on this, than rather upgrading report structures.

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2. Audit Trail Report

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   submitted  ·  84 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Hano Du Toit supported this idea  ·  03 August, 2022