Settings and activity
2 results found
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696 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
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Rhys Saunders
commented
When I submitted a case recently I was told that the status for this idea is 'Submitted' which indicates that this feature is 'on our radar, but we have not started working on it yet.'
I was also told to continue keeping an eye on this thread for any future updates on this request, which I think is fairly ironic given that I don't see one single response or update from a Xero staff member on this thread.
An error occurred while saving the comment Rhys Saunders
commented
Does anyone have any kind of work around to this problem at the moment?
An error occurred while saving the comment Rhys Saunders
commented
This is a basic requirement for all businesses. Employees in an administrative role should not have full unrestricted access to all bank accounts.
Rhys Saunders
supported this idea
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373 votes
Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.
We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.
This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂
We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.
You can read more about the …
Rhys Saunders
supported this idea
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As well as the challenges being discussed around bank feed visibility, we’re also running into a permissions issue with purchase orders.
At the moment, if someone has permission to approve purchase orders, they also gain visibility of every bill that’s ever been processed through Xero.
I’d be interested to hear whether anyone else with a small team has come across this. We need certain team members to approve POs, but we don’t necessarily want them to have access to the full billing history.
Has anyone found a practical workaround for this?