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7 results found

  1. Practice Manager - Highlight/banner for notes

    151 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Aroha O ' Brien commented  · 

    This feature would be really useful and its important for our organisation. At the moment I have to follow up with a lot of phone calls or specific emails

    Aroha O ' Brien supported this idea  · 

  2. User Permissions - Access to reconcile without viewing balances

    284 votes

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    78 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Aroha O ' Brien commented  · 

    I am also frustrated at the inability to define users to my organisation's needs. This absolutely needs to change ASAP. I am having to reconcile and post transactions myself purely because it's impossible to hide one bank account from a potential user. Ridiculous

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    Aroha O ' Brien commented  · 

    This would be so good. I'm in this position right now with our office person.

    Aroha O ' Brien supported this idea  · 

  3. Xero HQ: Manage user access for organisations with external subscriber

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Aroha O ' Brien supported this idea  · 

  4. Hubdoc - Publish receipt to existing Xero bill

    94 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Aroha O ' Brien supported this idea  · 

  5. Xero Accounting app - Invite users in an organisation directly from the Xero App

    8 votes

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Aroha O ' Brien supported this idea  · 

  6. Users: Remove user access without cancelling user's repeating invoices

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Aroha O ' Brien supported this idea  · 

  7. User Roles: Workpapers - Ability to give 'read only' access

    18 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Aroha O ' Brien supported this idea  ·