Settings and activity
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22 votes
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Anthony Landamore
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment Anthony Landamore
commented
I need a user to be able to see payments from customers (and preferably to suppliers) but not have access to the (seperate) account that deals with payroll. This is clearly a very popular wish.
The User roles permissions choices are extremely limiting.Anthony Landamore
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128 votes
An error occurred while saving the comment Anthony Landamore
commented
Or to create a similar rule in the same account
Anthony Landamore
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I would like to do exactly as described, for Payroll, PAYE/NIC, pensions etc.
NB Months before and after a date would be catered for automatically by the placeholder syntax, eg [month-1] means the previous month