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  1. AU Tax - Bulk Update Staff Access Feature in Xero Tax

    13 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Peter Drinan commented  · 

    This would be a killer for practices with 100s of clients and junior staff that are to be restricted to only several clients.

  2. Organisation settings - Backup / export copy of Xero file

    152 votes

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

    Hi everyone, we appreciate wanting the ability to create your own back of your data. For individual use, we recommend creating your own backup by exporting the relevant data from Xero - There are many areas of Xero you can export data from and we have an article that details this more.
    Protecting your data is important to us. We do daily backups of customer data to safeguard against data corruption and any hosting service failure. However, these backups aren't designed to be used by individual organisations to undo/reverse data changes performed by users in the organisation.
    You can read more on Security at Xero on our website.
    Being transparent, this isn't something we're looking to develop for individual use ourselves. If of importance to your business, we do have some official app partners who can fulfill this need and you can explore these through our Xero App…

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    Peter Drinan commented  · 

    I think that at the very least, we could do a snapshot so we can revert if something we do causes an issue. Many systems have a snapshot/restore function.

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    Peter Drinan commented  · 

    I would like to be able to restore if I do something stupid

    Peter Drinan supported this idea  · 

  3. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    466 votes

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

    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.

    Peter Drinan supported this idea  · 
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    Peter Drinan commented  · 

    Hi, It is really unusual for someone that can see bank transactions to be the only people that can add products.