Settings and activity

2 results found

1. Practice Manager | Add Office 365 (sharepoint) as a document management option

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   3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
   Ryan McNally supported this idea  ·  26 September, 2024

2. User Role - Restrict access to individual bank accounts

   648 votes

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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

   An error occurred while saving the comment
   Ryan McNally commented  ·  02 November, 2022  ·  Edit…  ·  delete…

   Why has Xero deleted all the correspondence on everyone voting for this feature prior to August 2022? I was on a previous thread that had thousands of replies from users and accountants wanting this. I recall at least 5 years of requests… still waiting?

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   Ryan McNally supported this idea  ·  02 November, 2022