Settings and activity

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1. User Role - Restrict access to specific Settings

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   246 comments  ·  Users & setup » User permissions  ·  Delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
   An error occurred while saving the comment
   Mahesh Kunchala commented  ·  Feb 27, 2024  ·  Edit…  ·  Delete…

   I want to restrict users Applying Payments and at the same time they can see that reports, balances, etc..

   Save Submitting...

2. Products & services - Ability to group items

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   34 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your engagement and explaining here how grouping products and services would help make managing products and services in your business easier.

   We're currently working on product categories that'll let you create and assign categories to products or services individually or in bulk.

   You'll be able to show the category column and filter by categories from the products and services list page, include these in import and exports and ben able to group and filter by categories in some inventory reports. 🥳

   I'll round back to share when this feature starts rolling out!

   Mahesh Kunchala supported this idea  ·  May 23, 2023