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  1. History and Notes report - Contact details

    7 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  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.

    145 votes

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    71 comments  ·  Contacts & files » Contact  ·  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

    303 votes

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    145 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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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  ·