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  1. User Role - Allow users access to specific reports

    312 votes

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    146 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 😊)

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    Elizabeth Cockell commented  · 

    This is certainly an issue for our company. With only 3 admin staff currently, we need more flexible access/blocking of particular reports because staff need access to general reports but not higher level reports such as Profit and Loss which is confidential company information.

    Elizabeth Cockell supported this idea  · 

  2. Reconciliation | Bank Transfer - Attach file

    26 votes

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    11 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, returning to this idea here we do appreciate the interest in improvements and how we could make the process of reconciling transfers simpler when there are additional details or actions needed.

    Being open we're unlikely to deliver all the points raised in this idea at once and it's best for our product teams to understand the interest in each separately.

    We do have existing ideas that relate to most of these elements and I've linked to below, and I will edit the title of the idea here to reflec the ability to attach a file when reconciling a Transfer. Please do add your vote to each that matters to you and we'll be sure to share if there is any pogress for that idea respectively. Thanks

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    Elizabeth Cockell commented  · 

    Hopefully one day this screen will have more options for splitting off a transfer to multiple accounts at the same time!

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    Elizabeth Cockell commented  · 

    In the Transfer Money screen it would be amazing if you could select multiple accounts to transfer to in one transaction. Currently I have to create multiple transfers to each individual account and then reconcile them all.

    Elizabeth Cockell supported this idea  ·