Settings and activity
2 results found
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160 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Gavin Hapgood-Strickland
supported this idea
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648 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Gavin Hapgood-Strickland
supported this idea
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Permissions and security
A client is looking for greater permissions and security of their data relating to which employees and read and write in their files.
As an example they have 3 employees and 3 bank accounts. Employee 1 needs access to all 3 bank accounts employee is only allowed access to account A and employee is allowed access to account B and account C is the salary account, thus there is confidential information in account C that only the accountant being Employee 1 needs.
Is this possible in Xero?
This is a deal breaker for this client.