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  1. User Access - Restrict Invoice only role to Customer list

    42 votes

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    submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Melinda McAuley commented  · 

    I agree that "disguising" the contact name is not enough. An employee with Invoice only access would be able to see all the contacts and the transaction history relating to that contact, including those contacts we may have have disguised to make them less obvious as payroll payments. We would not be giving this employee Payroll access but effectively they can still see the net payment transactions. This is a significant confidentiality issue. I hope Xero will prioritise this - it's not just a "nice to have"- it is fundamental. We should be able to set up payroll contact cards and restrict access to them.

  2. Tracking - Make mandatory / required

    196 votes

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    submitted  ·  76 comments  ·  For small businesses » Business features  ·  Admin →
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    Melinda McAuley commented  · 

    This would be a major benefit to all my clients - please escalate this fix!

    Melinda McAuley supported this idea  ·