Settings and activity

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1. User Role - Restrict access to individual bank accounts

   430 votes

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   212 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to… more

   Olga Travkina supported this idea  ·  21 March, 2023

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

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   submitted  ·  56 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Olga Travkina commented  ·  01 November, 2022  ·  Edit…  ·  delete…

   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?

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   Olga Travkina commented  ·  22 October, 2022  ·  Edit…  ·  delete…

   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.

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   Olga Travkina supported this idea  ·  22 October, 2022