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  1. Permissions | Contacts - Private or limited access to certain contacts

    107 votes

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    submitted  ·  34 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Rupal Shah commented  · 

    This is so critical for our business. We are a small business and require confidentiality over some nominal codes, contacts etc. At the moment everyone can see almost everything.

    Rupal Shah supported this idea  · 

  2. User role permissions - Control and restrict access to chart of accounts

    23 votes

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    7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.

    From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.

    For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.

    I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.

    We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.

    Rupal Shah supported this idea  · 
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    Rupal Shah commented  · 

    We are actually looking at other software providers. This security feature is critical for us - whilst you can restrict running reports people in my organisation get visibility to confidential information.

  3. Reporting: Customer Payment Performance - payment date and number of days late

    341 votes

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    87 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.

    Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers. 

    While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.

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    Rupal Shah commented  · 

    How long do Xero take before they action and idea?

    Rupal Shah supported this idea  · 
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    Rupal Shah commented  · 

    Xero's capability to run effective credit control is really limited. The reporting is so limited other than the standard Receiveables report.

    You cannot compare payment trends for clients, this is critical when trying to complete customer analysis and look at trends.