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  1. User Role - Restrict access to individual bank accounts

    606 votes

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    312 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    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.

    Justine Wratten supported this idea  · 

  2. Organisation settings - Ability to wind back/restore to a previous date

    73 votes

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    28 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.

    While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.

    To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central  explains some of these options that can help with needs expressed in this conversation.

    The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.

    For future cases, if you're looking to…

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    Justine Wratten commented  · 

    This would be great as I have just imported a chart of accounts into the wrong client and it cant be undone!