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  1. Manual Journals - Assign Contact name to journal

    296 votes

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    152 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share that this work is now underway.

    Our intention is to allow you to associate a contact per line in a manual journal.

    We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.

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    Michael Aldren commented  · 

    This is critical - please add

    Michael Aldren supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    641 votes

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    326 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

    Michael Aldren supported this idea  ·