Settings and activity
3 results found
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
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Cheryl Ward
commented
This is so restricting in terms of employees/roles/departments. We are about to hire and want to give our new employee access to only one bank account however this is not an option! We would also want them to be able to run reports for aged payables & aged receivables but again it's either opening them up to all or literally nothing!!! Frustrating!!!
An error occurred while saving the comment Cheryl Ward
commented
I need an employee to be able to raise/approve sales AND purchase invoices, run the report off by themselves to show what's been raised each day/in the month but not have any access/visibility to bank accounts or bank reports. Today I have been told by support this has not come up and to vote for this idea. There needs to be the ability to choose in each section of the user set up what is require for us as a business.
Cheryl Ward
supported this idea
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44 votesCheryl Ward
supported this idea
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320 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Cheryl Ward
supported this idea
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When are xero going to listen to their customers and action such change! How many comments or ideas need to be logged before they take notice, it's really critical for businesses to be able to have more choice of user controls/visibility.