Settings and activity
7 results found
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454 votes
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…
Lisa von Sturmer
supported this idea
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597 votes
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…
An error occurred while saving the comment Lisa von Sturmer
supported this idea
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486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
An error occurred while saving the comment Lisa von Sturmer
commented
Ok, it's been over 10 yrs for me as a Xero user and this is just a roadblock now. We need staff to be able to access transactions without being able to see all company financial information. How can xero completely ignore this many requests for this long? Not even a basic update? To be frank, our team is already looking to off-board to a different platform if there's no update this year.
An error occurred while saving the comment Lisa von Sturmer
commented
Can we get an update on this please?? It's been ages with no progress on what should be a basic functionality.
Lisa von Sturmer
supported this idea
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299 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 😊)
Lisa von Sturmer
supported this idea
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An error occurred while saving the comment Lisa von Sturmer
commented
How ridiculous. Most small businesses are not "1 man bands" or solopreneurs etc. What will you all be switching to? I've been using Xero since 2010 (!!!!) and will be switching this year if possible (even though I'd prefer not to!) because we need different access levels to reporting. Kind of shocked this isn't even in the pipeline as it's so basic, but oh well. I'm not thrilled about Quickbooks, but maybe it's evolved a lot over the past 13 yrs...
Also pretty disappointed that Xero wouldn't even comment on such a highly voted issue that's almost 10 yrs old.
An error occurred while saving the comment Lisa von Sturmer
commented
At what point will Xero ever respond? I've been using Xero for years, but not being able to have a "bookkeeper" role, or run A/R, A/P or sales reports per department is a real roadblock. This has been a wish list item for 7 years, and not one reply from them on this. Pretty disappointing. We've been a client since 2012/13, and now we're looking for alternatives just because of this issue.
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288 votesLisa von Sturmer
supported this idea
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317 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment Lisa von Sturmer
commented
This is fundamental! Why is xero all or nothing when it comes to accessing financials?? Huge limitation and needs to be addressed. Seems a small fix that would have a very beneficial impact on users.
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90 votes
An error occurred while saving the comment Lisa von Sturmer
commented
There needs to be more permissions available for access to reports. Some users need access to basic reports, but not all financials. There should be ability to run client invoice reports / AR & AP reports for some users, without giving them full access to banking, P&L / Balance Sheet. Seems like basic functionality to be able to select which reports they should be able to run etc.
Been a Xero user since 2012/13. Have wanted to have roles for over 10 yrs so staff can do basic reports, or transactions, without having full access to all business bank account data (this is crazy). For over 10 yrs, Xero says "we'll look into it" but no real action or response. There are multiple product 'idea' requests here all about the same thing - we don't want ALL STAFF to access bank account details. Last time Xero said "we're only geared to sole proprietors" - not exactly an encouraging response since they brand themselves as the solutions for small business. Any updates on this Xero??