Settings and activity
3 results found
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314 votes
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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Nathan Tichy
supported this idea
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485 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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167 votes
Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.
The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.
As we continue to make headway with this, we’ll be back to share more updates with you all.
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.