Settings and activity

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1. User Role - Restrict access to individual bank accounts

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   344 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   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 your involvement in Product Ideas and support in this idea.

   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… more

   Justine Wratten supported this idea  ·  02 March, 2023

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

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   41 comments  ·  Users & setup » Navigation  ·  delete…  ·  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 try out a feature and not sure how it will work the demo company is always a great option to trial and test Xero's features. Thanks

   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… more

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   Justine Wratten commented  ·  26 October, 2022  ·  Edit…  ·  delete…

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

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