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4 results found

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

    53 votes

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    submitted  ·  14 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Brett Holding supported this idea  · 

  2. User Permissions - Access to reconcile without viewing balances

    281 votes

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    78 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

    Brett Holding supported this idea  · 

  3. User Roles - Purchase order only access

    120 votes

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    submitted  ·  27 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Brett Holding supported this idea  · 

  4. Billable Expense - reassign billable expenses

    15 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    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  ·