Settings and activity
35 results found
-
2 votes
Kristen Saunders
supported this idea
·
-
330 votes
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…An error occurred while saving the comment Kristen Saunders
supported this idea
·
-
83 votesKristen Saunders
supported this idea
·
-
150 votesKristen Saunders
supported this idea
·
-
212 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Kristen Saunders
supported this idea
·
-
270 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…
Kristen Saunders
supported this idea
·
-
20 votesKristen Saunders
supported this idea
·
-
84 votesKristen Saunders
supported this idea
·
-
39 votesKristen Saunders
supported this idea
·
-
144 votesKristen Saunders
supported this idea
·
-
88 votes
An error occurred while saving the comment Kristen Saunders
commented
This field would help match our bills received to our sales system which generates our POs
Kristen Saunders
shared this idea
·
-
273 votesKristen Saunders
supported this idea
·
-
293 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
Kristen Saunders
supported this idea
·
-
33 votes
An error occurred while saving the comment Kristen Saunders
commented
need a place to record the PO number when entereing supplier invoices
especially since we don't use xero to create POsKristen Saunders
supported this idea
·
-
140 votes
An error occurred while saving the comment Kristen Saunders
commented
I can't believe this doesn't alreayd exist
Kristen Saunders
supported this idea
·
I would like to be able to allow people who work in sales and chase money to have read only access to customers, their invoice history and invoices outstanding without seeing the rest of xero (banks, reports, purchases, payroll) as it would save time if they could look this up themselves instead of having to stop what I’m doing to get the information they need.