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  1. User Role - Reconcile without access to approve invoices

    73 votes

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

    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

    Katrina Stockdale supported this idea  · 

  2. User Role - Restrict access to specific Tracking categories

    40 votes

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    submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Katrina Stockdale commented  · 

    This would be the most useful function for us. We have separate tracking categories which are managed by different teams, so we don't want them to see the other expenditure. It would also help to restrict access to certain bank accounts

    Katrina Stockdale supported this idea  ·