Settings and activity
17 results found
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21 votes
Abdilhadi Jeragh
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9 votesAbdilhadi Jeragh
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31 votesAbdilhadi Jeragh
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34 votesAbdilhadi Jeragh
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24 votesAbdilhadi Jeragh
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52 votesAbdilhadi Jeragh
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37 votes
Hi everyone, thanks for sharing your feedback on the need for more control when setting up an Invoice Only user.
The former Invoice Only role is now available as Sales, Purchases, Sales and Purchases, or Draft Sales and Purchases, making it easier to choose access that matches a user’s responsibilities.
We’ve also introduced more granular Inventory permissions and access to relevant Sales or Purchases reports without opening the full Reporting Centre.
These changes address core needs expressed here for more flexible permissions.
Individual controls for every option raised in this idea aren’t available yet. We’ll continue building on this foundation as we work towards more customisable role settings.
Abdilhadi Jeragh
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44 votesAbdilhadi Jeragh
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37 votesAbdilhadi Jeragh
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60 votes
Hi team, we appreciate the interest in this idea and how having a record of changes to a users permissions would be helpful as an audit in your Xero organisation.
While this history event isn't in our immediate plans, we are closely considering how and what changes we record history for as we continue to develop parts of Xero.
For the time being we are continuing to keep a watchful eye on the support in this here, and I will make sure to share if there is any news of this for you all here.
Abdilhadi Jeragh
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30 votes
Hi everyone, we appreciate wanting more control of which users have access to manual journals.
As you may have seen we've recently released new reporting permissions so you can grant access to Sales Reports or Purchase Reports only, without opening the full Reporting Centre.
At this stage we don't have plans for developing an incremental permission for Manual Journals, however we're continuing to keep a close eye on ideas in the these forums as our permissions journey evolves. I'll be sure to update if there's any news.
Abdilhadi Jeragh
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50 votes
Hi everyone, we value the detail you've shared about why you need to combine Sales, Quotes, Invoices and Purchase Orders access without also exposing banking or bills.
We’re currently building a dedicated Purchase Orders Only role with options to view, create, edit and approve purchase order that'll help for those that have asked to enable users to raise and manage purchase orders while keeping them separate from broader Purchases access and sensitive bill information.
We recognise this is one part of the wider role flexibility you’re asking for, and we’ll continue to consider how Sales, Quotes and Invoices can be separated in future.
I'l come back to share once the Purchase order permission is fully released.
Abdilhadi Jeragh
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70 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Abdilhadi Jeragh
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151 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
Abdilhadi Jeragh
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133 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
Abdilhadi Jeragh
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84 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Abdilhadi Jeragh
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355 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Abdilhadi Jeragh
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