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  1. History and Notes report - Contact details

    6 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.

    133 votes

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    67 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

    241 votes

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    116 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

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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  ·