Settings and activity
9 results found
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243 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…
Gary Lowe
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78 votesGary Lowe
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175 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…Gary Lowe
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200 votes
An error occurred while saving the comment Gary Lowe
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129 votes
An error occurred while saving the comment Gary Lowe
commented
This is a step in the right direction but not the complete solution by a long way. My only complaint with XERO is user permissions.
I need a user to have access to products and services which is crucial for them to fulfil the job role. They also requires access to quotes and invoices.
In order to provide the access to the above I need to provide them with full access which also gives access to bank statements which is a crazy situation.We are currently looking for another package due to this major limitation which is a real shame.
An error occurred while saving the comment Gary Lowe
commented
Sorry XERO, but this needs to be resolved. I have moved from SAGE to XERO and I am now beginning to think that this was a big mistake.
I love the software, but as other users have commented, USER access is either all or nothing. This is not the real world and as a result we have need to change staff job roles.
I have an employee who raises invoices, quotes, orders and stock. For me to giving the user access to products and services means also giving them access to our bank accounts.
This is beyond crazy and needs to be addressed by XERO.I am asked on a regular basis if I would recommend XERO to other customers and at the moment my answer has to be unequivocally NO which is a shame as everything else about the software is excellent.
Gary Lowe
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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…Gary Lowe
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300 votesGary Lowe
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459 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Gary Lowe
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Gary Lowe
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I've contacted XERO in the past about this feature but as of yet nothing, which I find bizarre as for me this is an essential requirement of any accounts package.
I am also looking at alternative providers now as I don't feel that we're being heard.