Settings and activity

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1. User Role - Restrict access to specific Settings

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   243 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
   Isac James supported this idea  ·  05 June, 2024

2. Expenses: Set default due date

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   27 comments  ·  Payroll & expenses » Expense claims  ·  delete…  ·  Admin →
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   In development  ·  AdminSophie Lewis (Admin, Xero) responded

   Hey everyone! Thank you all for supporting this idea.

   We agree that having the ability to set a default due date would bring efficiency and consistency to your workflow.

   I'm thrilled to announce that we’ve started active work on this feature.

   While we can't share a specific release date, please know that our product team is dedicated to building a solution that addresses the pain points you've raised.

   We appreciate all of your valuable contributions to improving Xero. We'll post another update here as soon as we have more news to share. 😊

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   Isac James commented  ·  26 September, 2023  ·  Edit…  ·  delete…

   Thinking of moving to a third party expense solution for this

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   Isac James supported this idea  ·  26 September, 2023