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92 votes
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Ludwig Odendaal
commented
Xero - User roles.
User roles should be more customizable than the few options that Xero currently has available. For example, one might want to give an employee access to the bank reconciliation but not the ability to create invoices or credit notes- this is not currently possible.
Ludwig Odendaal
supported this idea
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202 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Ludwig Odendaal
supported this idea
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27 votes
Hi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here
Or is there something else you're looking for here?
Ludwig Odendaal
supported this idea
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244 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Ludwig Odendaal
supported this idea
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17 votesLudwig Odendaal
shared this idea
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User roles need to be far more customizable than the currently available options. For example, a user should be able to approved purchase invoices without also having access to sales invoices and vice verse. Users should be able to access the files library without having access to the reconcile bank accounts. We are losing potential customers, because they choose inferior software that has more defined user permissions.