Settings and activity
7 results found
-
60 votes
Zen Kuik
supported this idea
·
-
24 votesZen Kuik
supported this idea
·
-
56 votesZen Kuik
supported this idea
·
-
320 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.
Zen Kuik
supported this idea
·
-
154 votesZen Kuik
supported this idea
·
-
449 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Zen Kuik
supported this idea
·
-
488 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
An error occurred while saving the comment Zen Kuik
supported this idea
·
We kindly request the inclusion of an option that grants Invoice Only users the ability to create and edit products, while withholding access to sensitive functionalities such as bank account information and staff wage management. This feature is of significant importance to our operations, and we believe its implementation within the software should be feasible without undue complexity.