Settings and activity
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96 votes
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Joanne Forbes
supported this idea
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251 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Joanne Forbes
supported this idea
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As others have said - this feature is important. A lot of times our orders are put on hold as we don't have the means to manage credit limits. This also would need to link in when raising purchase orders and alert our buyer when our credit limit will exceed if he places the order. We rely on suppliers contacting us instead , which results in early payments being made which then has an impact on cashflow