Settings and activity
24 results found
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300 votes
An error occurred while saving the comment 
Brendan Watt
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199 votes
An error occurred while saving the comment Brendan Watt
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xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific SettingsBrendan Watt
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242 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 Brendan Watt
commented
xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific SettingsBrendan Watt
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174 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…An error occurred while saving the comment Brendan Watt
commented
xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific SettingsBrendan Watt
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294 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Brendan Watt
commented
xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific SettingsAn error occurred while saving the comment Brendan Watt
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need to rectify the issue of not being able staff to perform their jobs without giving tehm access to full bank details
Brendan Watt
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An error occurred while saving the comment Brendan Watt
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would enable the option of staff being able to adjust an invoice that has had a payment against it but not access to all bank accounts...
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12 votesBrendan Watt
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47 votesBrendan Watt
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36 votesBrendan Watt
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28 votes
Thanks for the added detail here, Samantha.
@Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too.
Brendan Watt
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37 votesBrendan Watt
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78 votes
Hey community, just a quick update to let you know the team are currently working on this! We’ll pop back to confirm it’s been delivered in the new year 🌟
In the meantime three different payment services can be added to an invoice template. These fall under the category credit/debit card, Paypal and bank payments. So you could add Stripe, Paypal and GoCardless to an invoice template branding theme but wouldn’t be able to add both Stripe and Square as these are both debit/credit card options.
Alternatively multiple invoice templates can be created with different payment services, this would help in some of the scenarios mentioned by a few users in the comments.Brendan Watt
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83 votesBrendan Watt
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17 votesBrendan Watt
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110 votesBrendan Watt
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15 votesBrendan Watt
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143 votesBrendan Watt
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137 votesBrendan Watt
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47 votesBrendan Watt
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73 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Brendan Watt
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201 votesBrendan Watt
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xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific Settings