Settings and activity
5 results found
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25 votes
Appreciate your looking through the forums and existing ideas, Tracy.
Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.
As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when trying to assign what a user can or can't do in your organisation.
While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…
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Leanne Fromont
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 Leanne Fromont
commented
I think Xero's approach should be, "Where can we make access available now?" It should also be a table of selectable access that gives the owners the decision on what access they need for their staff, rather than creating pre-defined roles.
I understand that software functionality creates restrictions for flexibility, but I have worked with many different software platforms that do this well.Leanne Fromont
supported this idea
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449 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.
An error occurred while saving the comment Leanne Fromont
commented
A useful functionality would be multiple access levels where you assign staff to a level and a tick box for functions with in that access. This is common across all of the software packages we use.
I appreciate that this is a big undertaking if your software has not been designed this way to start with, but the community voice is overwhelmingly in favour of this flexibility.Leanne Fromont
supported this idea
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3 votes
An error occurred while saving the comment Leanne Fromont
commented
Very good reports to have in that area but would be improved by this small addition, every other option is available in the columns selection but this one
Leanne Fromont
shared this idea
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224 votes
Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
An error occurred while saving the comment Leanne Fromont
commented
Yes this would be very helpful,I have voted, I use the expected date on bills that are outside the normal 20th batch runs to highlight them on the approved bills tab, but to have a notification for those if it is not paid by the expected date would be amazing.
Leanne Fromont
supported this idea
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Just have all accessible functions on a tickable table, create users and tick the boxes that you want them to have access to.