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  1. Reporting - Automatic generation and emailing of reports

    722 votes

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    255 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.


    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

    Jamie Foale supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    606 votes

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    312 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.

    Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.

    Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.

    Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.

    We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.

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    Jamie Foale commented  · 

    Does anyone know of alternative softwares that have this functionality?

    Jamie Foale supported this idea  · 
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    Jamie Foale commented  · 

    I have contacted my Xero case manager to request it be escalated. I have done a quick look to see how many other tickets have a similar level of support and there are a few but none seem to have the same level of sensitivity, which for us becomes a data protection issue as well.

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    Jamie Foale commented  · 

    Currently sensitive data is available to people that shouldnt have access to it. Should be sorted ASAP.