Settings and activity

9 results found

1. User role permission: Invoice Only Purchases - Assign user to see bills paid

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   submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Elin Jones supported this idea  ·  17 January, 2023

2. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

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   submitted  ·  5 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Elin Jones supported this idea  ·  17 January, 2023

3. Lock dates - Ability to add password protection

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   8 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.

   Elin Jones supported this idea  ·  17 January, 2023

4. Business Snapshot - Ability to show monthly and quarterly comparatives

   14 votes

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Elin Jones commented  ·  10 November, 2022  ·  Edit…  ·  delete…

   Agreed. Month by month would be more useful than by year to year

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   Elin Jones supported this idea  ·  10 November, 2022

5. User Role - Restrict access to individual bank accounts

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   212 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to… more

   Elin Jones supported this idea  ·  17 January, 2023

6. Organisation Settings - Ability to set colour of organisation

   244 votes

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   submitted  ·  74 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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7. Organisation Settings - Copy an existing company to create a new one in Xero

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   submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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8. Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.

   120 votes

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   32 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 look like. Thanks! 

   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… more

   Elin Jones supported this idea  ·  17 January, 2023

9. History & Notes - Audit trail for all transactions and user activity

   160 votes

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   submitted  ·  49 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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