Settings and activity
4 results found
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485 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
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Lisa Taylor
commented
when will this happen Xero? We should be able to assign each feature per individual at the same time being able protect vital financial information.
Lisa Taylor
supported this idea
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An error occurred while saving the comment Lisa Taylor
commented
I Agree - My clients Sales Manager needs to be able to add new inventory items as they are made available, but does not need to see the bank accounts/transactions where they can what amounts othe people in the business are receiving,
There should be roles that cover - operations as in sales, purchases, inventory, client records / then Financial Reporting - all reports except Banking / and also Financial FULL to have a view of everything. Within each to be able to select which reports/areas they can see.
XERO - when will there be an update as this could be mean an accounts system provider changer for my clients to a system that allows selective access to each business area.
I cannot fathom out why you would want a standard user to have access to the Business Finances. -
44 votesLisa Taylor
supported this idea
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36 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Lisa Taylor
supported this idea
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78 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Lisa Taylor
supported this idea
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Hi
August 24 is now some time ago considering this has been an ongoing query for many years. Any update please