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

    691 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

    362 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
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

    Olga Travkina supported this idea  · 

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

    284 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

    106 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
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    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  ·