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257 votes
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Jimmy Hempenstall
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299 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Jimmy Hempenstall
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I have clients who need to give access to operatives to record spends in real time from company cards but should not have any visibility of bank accounts, client balances etc etc and they cannot roll this out without greater user access control and visibilty
Jimmy Hempenstall
supported this idea
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Where functionality exists for the base currency it should be available for all in a multicurrency system.
The only variable should be the exchange rate and gain/loss posting.
Shouldn't be that complicated and should be standard for a global software solution.
I also need to be able to send remittance advices in foreign currency as well and this is connected I presume.
I am not creating payments/files from XERO, simply posting a batch payment in another currency.
If the batch were single currency restricted, this would be acceptable if that made the code simpler.