Settings and activity

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1. User Role - Restrict access to individual bank accounts

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   344 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 your involvement in Product Ideas and support in this idea.

   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… more

   Kirsten Paton supported this idea  ·  17 March, 2023

2. User Permission - Ability to give both Invoice only and payroll access

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   14 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the added detail here, Samantha.

   @Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too. 

   Kirsten Paton supported this idea  ·  17 March, 2023
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   Kirsten Paton commented  ·  17 March, 2023  ·  Edit…  ·  delete…

   This really needs to be fixed. As a business owner I want my office staff to be able to data entry invoices but also do the entry of timesheets for me to process at end of each week. They currently have INVOICE only but I want them to have PAYROLL without having to change them to STANDARD. I dont want them having access to my bank accounts etc. An adviser should be able to pick and choose what their staff have access to. This needs to be fixed ASAP as it makes it hard to delegate jobs. I have to keep doing them all !

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