Settings and activity
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607 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Kirsten Paton
supported this idea
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41 votes
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
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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 !