Settings and activity
13 results found
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment An error occurred while saving the comment 
Joanne Boardman
commented
Good idea, I have raised a support ticket.
An error occurred while saving the comment Joanne Boardman
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Some feedback from Xero on whether this will be implemented would be good.
I would have assumed this was essential for any decent accounts package.Joanne Boardman
supported this idea
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An error occurred while saving the comment Joanne Boardman
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We have defined staff roles in the accounts dept - only certain staff have access to the bank but on Xero they have to be standard users to be able to see reports ie sales ledger, purchase ledger. These reports should be linked to the invoice access and purchase invoice only access as a tickable option.
Access to bank needs to be a tickable option on standard user or create a new user function that has all other accesses except bank.
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320 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.
An error occurred while saving the comment Joanne Boardman
commented
This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it.Joanne Boardman
supported this idea
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455 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…
An error occurred while saving the comment Joanne Boardman
commented
This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it.Joanne Boardman
supported this idea
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450 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Joanne Boardman
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293 votesJoanne Boardman
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33 votesJoanne Boardman
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317 votesJoanne Boardman
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78 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.
An error occurred while saving the comment Joanne Boardman
commented
There should be a “standard role” that doesn’t include bank account access but has the other functions.
Joanne Boardman
supported this idea
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28 votesJoanne Boardman
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169 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: 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 use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Joanne Boardman
supported this idea
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303 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 😊)
Joanne Boardman
supported this idea
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488 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
Joanne Boardman
supported this idea
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90 votesJoanne Boardman
supported this idea
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This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it.