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  1. 490 votes

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    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

    Elyse Rich supported this idea  · 
  2. 5 votes

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    Elyse Rich supported this idea  · 
  3. 12 votes

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    Elyse Rich supported this idea  · 
  4. 165 votes

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    Elyse Rich supported this idea  · 
  5. 6 votes

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    Elyse Rich supported this idea  · 
  6. 9 votes

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    Elyse Rich supported this idea  · 
  7. 155 votes

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    Elyse Rich supported this idea  · 
  8. 297 votes

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    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…

    Elyse Rich supported this idea  · 
  9. 385 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

    Elyse Rich supported this idea  · 
  10. 155 votes

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    Elyse Rich supported this idea  · 
  11. 126 votes

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    Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles. 

    To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂


    Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…

    Elyse Rich supported this idea  · 
  12. 329 votes

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    Elyse Rich supported this idea  · 
  13. 7 votes

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    Elyse Rich supported this idea  · 
  14. 129 votes

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    Elyse Rich supported this idea  · 
  15. 87 votes

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    Appreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm. 

    I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks

    Elyse Rich supported this idea  · 
  16. 3 votes

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    Hi team, while it's not possible to view the previous pay periods figures for comparison in the current pay period, you could open the previous pay period overview in a separate browser window. Meaning you can compare the two pay runs without having to go back and forth between them.

    Elyse Rich shared this idea  · 
  17. 151 votes

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    Elyse Rich supported this idea  · 
  18. 480 votes

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    Elyse Rich supported this idea  ·