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Settings and activity

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  1. User Role - Restrict access to specific Settings

    353 votes

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    204 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

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    Vicki Bishop commented  · 

    this is important

    Vicki Bishop supported this idea  · 

  2. Tracking - Make mandatory / required

    193 votes

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    submitted  ·  73 comments  ·  For small businesses » Business features  ·  Admin →
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    Vicki Bishop commented  · 

    this is important

    Vicki Bishop supported this idea  · 

  3. Expenses - Multiple levels of approval

    28 votes

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

    Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero. 

    We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂

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    Vicki Bishop commented  · 

    this is important

    Vicki Bishop supported this idea  ·