Settings and activity
3 results found
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319 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.
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Nathan Tichy
supported this idea
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486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
Nathan Tichy
supported this idea
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169 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉If you're interested, please use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Nathan Tichy
commented
Need to have reports, eg items sale reports available to staff, sales staff, without access to bank accounts that is not needed for this level but quite a large number of reports are helpfull.
Nathan Tichy
supported this idea
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I agree with previous comments and it's not just this string, there are several other strings related to user access levels, none of which have been addressed either, ie Sales staff for invoicing, to obtain sales reports need access to the bank accounts? Really? This issue creates problems with delegating tasks and limits growth of the business as owners and managers are time restricted by being required to complete data entry and reconciliation and provide reports even if sales and admin staff are available, or as mentioned below it requires outsourcing to a bookkeeper in which you need to pay their margin on wages also forcing up costs.
This would appear to be a very large oversight by Xero and would make the software appear to be really designed for sole traders or very small companies not for larger enterprises as the software is pitched to and pricing would indicate.
Making it prettier (really no difference) doesn't make it any better to use of improve it's functionality to evolve and grow with the business.
This should be a priority.