Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. User Role - Restrict access to individual bank accounts

    606 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    312 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.

    Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.

    Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.

    Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.

    We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.

    Olga Travkina supported this idea  · 

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    230 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    85 comments  ·  Reports & tax » Manual journals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

    An error occurred while saving the comment
    Olga Travkina commented  · 

    but apparently this idea does not have many votes still....this is disappointing that they can not fix it because of that
    can we get more people to vote for it?

    An error occurred while saving the comment
    Olga Travkina commented  · 

    This is critical for Cash Flow reports as we usually do not want the accruals and prepayments journals to show on Cash Flow report, but as the journals are automatically marked to show on cash basis this is disturbing the Cash flow report. Need to find those journals and untick them every time if we forget to remove the tick when making the journal.

    Olga Travkina supported this idea  ·