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  1. Dashboard - Ability to set up another users dashboard

    6 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

    It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

    If so, I'll merge to keep this feedback altogether. 

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    Cathy Empson commented  · 

    The Xero Dashboard online is great for reconciling daily transactions however, there is no way to give administrators access to just the dashboard in Xero without seeing further private company information. If there was an API to the dashboard, developers could choose to show or hide other confidential information from administrative staff

    Cathy Empson supported this idea  · 

  2. Dashboard - Ability to add sticky notes/notes

    151 votes

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    submitted  ·  37 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Cathy Empson commented  · 

    This would be great, we have a few people dealing with the dashboard and it would be good to leave notes to let others know why it's not reconciled yet or who it is assigned to to investigate so that different people are not chasing the same things or people who are meant to be doing something understand that the item is assigned to them

    Cathy Empson supported this idea  ·