Settings and activity
4 results found
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308 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment An error occurred while saving the comment 
Ellis Luijten
commented
Thanks Sharon and Maria, you do wonder what program Xero uses for their business then?
An error occurred while saving the comment Ellis Luijten
commented
Good point Stephen, how? And when? Very frustrating as we don’t know if Xero are planning to address this or not.
An error occurred while saving the comment Ellis Luijten
commented
You can do it!
An error occurred while saving the comment Ellis Luijten
commented
Hi Bec, like Terry says they have left the building!! Not even a response to it
An error occurred while saving the comment Ellis Luijten
commented
How many votes do we need to get this addressed? As Terry said, it looks like they have left the building!
An error occurred while saving the comment Ellis Luijten
commented
Very frustrating that there is no reply from Xero on any of this? Is this worked on?
How high on the to-do list?Ellis Luijten
supported this idea
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An error occurred while saving the comment Ellis Luijten
commented
Would be great to have this available within Xero so we can grant access to certain reports which fit with the role of the staff member.
An error occurred while saving the comment Ellis Luijten
commented
Can I ask how high on the to-do list this is? Is this worked on already or years away?
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4 votesEllis Luijten
supported this idea
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500 votes
Hi Community! 👋
Following up on my last post—I’m excited to share that we've officially begun the rollout of the new Products & Services permissions for the Invoice Only role!
Currently this is rolled out to 50% of users, so many of you will already see these new options in your settings:
- No access
- View
- View and create/edit
- View, create/edit, and adjust stock
We’re monitoring the rollout closely and expect to release to all users very soon. I’ll be back with one final update as soon as the feature is available to everyone 🙏
Ellis Luijten
supported this idea
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324 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Ellis Luijten
supported this idea
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Hi Stephen, not in the pipeline as you say. Made a comment on this years ago as well. Head in the sand. Time to move with our feet I believe.