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4 results found

  1. User Permissions - History recorded of role changes and ability to add description

    36 votes

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    submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    BB&S Admin supported this idea  · 
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    BB&S Admin commented  · 

    Agree - we had an issue today where all our administrators had their access to the practice's Xero account upgraded from expense submitter only to full advisor access.Obviously this is a huge confidentiality risk and we have no idea how it happened or how to prevent it happening again.

  2. Xero HQ | Reporting - Bank feeds per client

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    BB&S Admin commented  · 

    There is a new bank product that I want to make our clients aware of. The custom column view in Xero HQ Clients includes the option of Connected Banks but when the client list is exported the bank only shows if there is a bank feed deprecation date.

    It would be really helpful if the Connected Bank details could be included in the export.

    BB&S Admin supported this idea  · 

  3. Practice Manager | My reports - Open report in report designer

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  4. Xero HQ: Search for archived clients

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    BB&S Admin supported this idea  ·