Settings and activity
2 results found
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142 votes
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Julie Latu
commented
So important, Xero was initially designed for small businesses but for years now that it is being used by larger businesses this is an absolutely critical function. How is a business supposed to grow if the owner has to do every little thing unless they give confidential access to staff? Run ATB reports, and allocate payments, these are admin functions, not senior management!! Have started to review other systems now.
An error occurred while saving the comment Julie Latu
commented
This really is crazy, this setting allows you to view the account and the balance and all the invoices but it wont let you view the aged trial balance? A junior admin person who is doing data entry should be able to run a report to check their work.
Julie Latu
supported this idea
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281 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment Julie Latu
commented
That really is a shame Xero. You would open up more opportunities for new customers with a simple "hide bank balance" user security setting or access to reports on a menu. We as a business with multiple Xero accounts need to be able to give our admin staff the ability to allocate payments to invoices & reports. But we should not have to give them access to our bank balance, this basically makes Xero unscalable. I find it very hard to understand how this is not a priority in your development roadmap.
An error occurred while saving the comment Julie Latu
commented
This should be standard for sure. Allocating payments to invoices or coding payments to the GL can be a junior role and we should be able to get our admin staff doing this without having to give them access to our business bank balance!! So because of this, the CFO has to do the reconciling which is a complete waste of her time.
Julie Latu
supported this idea
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Still a major issue after all these years, not one change towards it, hundreds of your clients have logged it as critical but that does not mean a thing to Xero. Instead changes to the screen layout and the way you view data and enter invoices that are not really needed and were working functionally fine before are being prioritised, Listen to your customers!!! They are the ones funding your software!!!!!