Settings and activity
13 results found
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600 votes
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.
An error occurred while saving the comment An error occurred while saving the comment 
Steve Ziara
commented
I took the time to fill out the survey posted in April. I'm really hoping that there is some action taken on this issue soon. I can't delegate tasks that should be delegated until this update happens. There are a lot of great things about Xero but this is a big opportunity to make a big difference in many businesses.
An error occurred while saving the comment Steve Ziara
commented
If it's not under consideration I will be reconsidering my relationship with Xero.
An error occurred while saving the comment Steve Ziara
commented
Bank Account Restrictions are a must have for any business. A user should be able to access one or two accounts without automatically gaining access to all accounts for the business. This is especially true for a business with multiple locations or a parent company with many businesses under its umbrella but it's just as true for a small business that believes in internal controls and processes.
An error occurred while saving the comment Steve Ziara
commented
I don't understand how folks run a business without restricting access to bank accounts. Do you have a plate glass window without curtains on the streetside wall in your master bath too? Leave something to the imagination people!
Steve Ziara
supported this idea
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318 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment Steve Ziara
commented
I agree with Julia
An error occurred while saving the comment Steve Ziara
commented
Gregory Gallyot's points hit the nail on the head.
An error occurred while saving the comment Steve Ziara
commented
Checking back in on this. Kelly Munro, it's been over 2 years since your last update. Could you kindly provide us with an update on your current status and plans for the future?
An error occurred while saving the comment Steve Ziara
commented
Xero has a lot of potential but this is a big obstacle to having an effective tool that truly adds value to my business. Please focus resources on it asap!
Steve Ziara
supported this idea
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5 votesSteve Ziara
supported this idea
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23 votes
Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.
From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.
For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.
I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.
We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.
Steve Ziara
supported this idea
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48 votesSteve Ziara
supported this idea
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27 votesSteve Ziara
supported this idea
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44 votes
An error occurred while saving the comment Steve Ziara
commented
Internal Controls are a must have.
Steve Ziara
supported this idea
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78 votes
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.
An error occurred while saving the comment Steve Ziara
commented
Kelly, sorry to say this but your comment is very discouraging. Will you at least add some user access roles in the near future?
Steve Ziara
supported this idea
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153 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Steve Ziara
supported this idea
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114 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
An error occurred while saving the comment Steve Ziara
commented
Having User Access Roles is extremely important! Not everyone in an organization should have full access to all financial information.
An error occurred while saving the comment Steve Ziara
commented
Absolutely necessary. Can't move forward without this feature.
Steve Ziara
supported this idea
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80 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
An error occurred while saving the comment Steve Ziara
commented
I agree with Pam
Steve Ziara
supported this idea
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89 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
An error occurred while saving the comment Steve Ziara
commented
Call each thing by its proper name. Can't say it better than Mindy, Pam, and Michelle.
Steve Ziara
supported this idea
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52 votes
An error occurred while saving the comment Steve Ziara
commented
This is mission critical.
Steve Ziara
supported this idea
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It's great to see my inbox flooded with this request today. Maybe it catches someone's attention that we really need this feature.