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  1. Bills - Option to unapprove

    535 votes

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

    Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

    We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

    That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

    Steven Perreau supported this idea  · 

  2. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    84 votes

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Steven Perreau supported this idea  · 
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    Steven Perreau commented  · 

    Xero is available for less cost as a simple "Cashbook" and we find this perfect for running a syndicate account for part ownership (think holiday house, boat, camper van, small club, etc.)

    We have a single manager / accounts person but want to offer a view only role to all members for complete transparency but only have one person able to do the actual reconciliation and make changes.

    Currently there isn't a Read Only user role for the Partner Edition Cashbook plans and to allow the other members to see things, you must make these users a "Cashbook client" otherwise they cannot see reconciled transactions and view the attachments. The Cashbook client role allows the user to reconcile and edit statement lines which is not desirable.

    We would like to see a simple "Read Only" user role provided like the full invoicing version of Xero.