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

    25 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Ryan McNally supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    606 votes

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    312 comments  ·  Users & setup » User permissions  ·  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.

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    Ryan McNally commented  · 

    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?

    Ryan McNally supported this idea  ·