Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    114 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    43 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.

    This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.


    Brett Holding supported this idea  · 

  2. User Permissions - Access to reconcile without viewing balances

    320 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    94 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

    Brett Holding supported this idea  · 

  3. User Roles - Purchase order only access

    154 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  39 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Brett Holding supported this idea  · 

  4. Billable Expense - reassign billable expenses

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Brett Holding commented  · 

    I would like to remove billable expenses from a customer in bulk i.e. more than one at a time

    Brett Holding supported this idea  ·