Settings and activity

7 results found

1. User Role: Ability to only create drafts + view reports

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   submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Clement Bizimana shared this idea  ·  25 October, 2022

2. User Permission - Separate approver roles for both Invoices and Bills

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   submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Clement Bizimana supported this idea  ·  25 October, 2022

3. User role | Invoice Only - Send receipt for payment

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Clement Bizimana supported this idea  ·  25 October, 2022

4. User Role - Invoice Only + View Reports

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   submitted  ·  73 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Clement Bizimana supported this idea  ·  25 October, 2022

5. User Role - Restrict access to individual bank accounts

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   242 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

   Clement Bizimana supported this idea  ·  25 October, 2022

6. User Role - Reconcile without access to approve invoices

   76 votes

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   10 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 

   
   

   Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

   I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

   Clement Bizimana supported this idea  ·  25 October, 2022

7. Expenses - Multiple levels of approval

   75 votes

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero. 

   We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂

   Clement Bizimana supported this idea  ·  25 October, 2022