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  1. History and Notes report - Contact details

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Melody Deng commented  · 

    Please add this report which is useful for AP control. Thx

    Melody Deng supported this idea  · 

  2. Contact - Notify all users or nominated users when supplier bank account changes.

    142 votes

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    70 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.


    While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.

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    Melody Deng commented  · 

    Please implement, it's critical to improve internal controls.

    Melody Deng supported this idea  · 

  3. User Role - Allow users access to specific reports

    296 votes

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

    Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

    We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

    We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

    Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

    We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…

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    Melody Deng commented  · 

    Hi Team,
    This is really a critical issue for us as well!
    Can Xero have the function to give users to different report?

    Melody Deng supported this idea  ·